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Installation Guide for Energate Thermostats

1. 3 j feg eiilnscfeee rr 4 L AW OQUCTION TET E oom 6 1 1 Operating the Foundation Thermostat ssssesessseeeeeneene nenne nenne nenne nnn ses n uses se nn nuns 7 1 2 Operating the Z100 Pioneer TNEHMOStAL sssimitccctersscnscancacnetenatimanerenerssansscnsacnetesaganiteneapnasanacansacnets 10 2 General INStalaHon POE SOUS acne ase eee EE EE A 12 3 New Installation ee ee ee 14 3 1 Removing battery tab on installation esssensnssunnnnsnunnnnnnnnnensnunnennnurnensnurnensnunnennnunnensnnnnennnnnnnne 14 CHEM o eiianhrs MS HS RTT 14 33 Foundation Te D3OSEHE VIMO suxscuvie eene PEN UEN T HER OU Ine FOUDRE REESE IMEL ROMPE FIM HUIUS MORE SEU RIO a MINES RUIN 17 3 4 Z100 Pioneer Thermostat Wiring eeeseeeeeeeee nnne nennen nenne nnn nenne nenne nenne nenas 19 4 Configuring the Thermostat Settings eesseeeeeeeeeen nenne nnne nennen nennen nen nnne nnns sane resa nnus 20 4 1 Conventional Settings sseseeesieseeeeeeee nennen nennen nnne AOA neni au se AGES sese se snas sanus nnn unn 21 Su cest PUMP se EI IS Scusrcustasoauaton uda q5 05 053908505 059a 0 825 Soa Aani Aai OEoRO SIE A aniis 23 zu rsen Eie Em 26 c MEE Lig e R ph ge satio mm 26 SP F umace unm om dene e EIEI O u uSL S iaaa 27 5 3 Air Conditioner with No TUM eerie ete eter eee cent cata cet estia tabacceectacetnceeaectataceccinescetc 28
2. 9 4 Troubleshoot the Link to the Meter Data Collector 9 4 1 The Meter Data Collector Link Info screen continues to display Pairing with Collector five minutes after pairing was enabled 1 Fine tune the optical sensor placement by realigning the Meter Data Collector to ensure it is covering the optical port on the meter If the clamp that holds the Meter Data Collector to the meter is too tight it can interfere with proper alignment of the sensor head and create communication problems For more information on installing and adjusting the optical sensor s placement see the Meter Data Collector Installation Guide 2 Repeat the pairing procedure See Section 7 6 1 Pairing the Foundation Thermostat and Meter Data Collector AW000873 H 55 ENERGATE interactive energy management solutions 9 4 2 The Meter Data Collector Link Info screen continues to display Pairing with Collector after fine tuning the optical sensor placement 1 Try adjusting the collector again It may require several attempts before the pairing is successful For information on installing and adjusting the optical sensor s placement see the Meter Data Collector Installation Guide 2 After several attempts if pairing is still unsuccessful try turning on an electric appliance that consumes a large amount of power such as a stove or dryer 3 Repeat the pairing procedure 4 If it is still unsuccessful within a few minutes then the collector is likely not
3. 5 Select Yes to confirm you want to start the pairing process 6 When prompted enter the Installer password The default password is INST The thermostat displays Resetting for a few seconds and then displays the Meter Data Collector menu The Link Info screen displays Pairing with Collector for up to 2 minutes 7 To complete the connection press the Reset button on the Meter Data Collector within a minute of initiating the pairing process at the thermostat The red STATUS indicator starts flashing regularly indicating that the optical sensor has detected the signal from your meter Within 1 minute the indicator starts to flash irregularly to indicate that the sensor is reading the meter s output correctly 8 In the Meter Data Collector menu select Link Info If the pairing is successful within a few minutes the Link Info screen displays the message Connection Active AW000873 H 44 ENERGATE interactive energy management solutions 9 If Connection Active is not displayed see the troubleshooting information in 9 4 Troubleshoot the Link to the Meter Data Collector 7 7 Pager Module Foundation Only The optional pager module allows electricity providers to communicate remotely with the Foundation thermostat using a FLEX pager radio network The pager module ships with a cover that replaces the filler plate in Foundation s casing after the module is installed 7 7 1 Installation 1 To begin the module
4. 9 5 6 Foundation s Meter Data Receiver appears to be communicating with the Meter Data Collector but the Current Use value on the Energy home screen is 54 watts Turn on an appliance in the home that uses a lot of electricity such as an electric stove or dryer If turning on this appliance does not increase the Current Use value the optical sensor on the Meter Data Collector may not be properly aligned with the optical port on the electricity meter Add an additional shim to a maximum of two shims and repeat the steps for positioning adjusting and establishing communications with the sensor found in the Meter Data Collector Installation Guide 9 5 7 The consumption information shown on my Foundation thermostat is not correct and it jumps randomly Several factors can affect the accuracy of the information shown on your thermostat and they all relate to interference If neighbours also have a Meter Data Collector you may be receiving their information In this case you need to repeat the pairing process to change the collector address and resynchronize the thermostat Repeat the steps in the Meter Data Collector Guide but press and hold the Reset button for five 5 seconds The Meter Data Collector then randomly selects a new address for the synchronization Wireless devices such as weather stations or old style baby monitors and cordless phones transmit information on frequencies similar to the Meter Data Collector If you have a wireless
5. Price 3 07 k Wh QW zSFIH Tall Time and link status OH FEAK Consumption data _ HOME source COST FER HOUR HOME or HVAC Current energy cost Current energy use CURRENT USE 3 38 kl FOLLOWING SCHEDULE Scrolling message Press the Home button to switch to the Thermostat home screen 1 1 4 Manually Setting the Temperature Temporary Hold ADJUSTING TARGET 73 0 HEW HEAT TARGET HOME CAHCEL CHAHGE By default the thermostat follows a schedule Use the following steps to override the schedule using a temporary hold 1 Press the Up A or Down V buttons to adjust the target temperature This setting remains until the next setpoint change in your schedule A setpoint is the start time for the change and its target temperature AW000873 H 8 ENERGATE interactive energy management solutions 2 To cancel a hold press the Up A or Down V buttons and then press the Menu Select v button and follow the prompts The Foundation thermostat can also operate using a fixed temperature without a schedule For information see the user guide 1 15 Changing the Thermostat Operating and Fan Modes From the Thermostat home screen 1 Press the Menu Select v button to wake up the thermostat and press it again to display the main menu 2 Press the Menu Select v button to select Mode amp Fan Settings 3 Use the Up A or Down V buttons to select the thermostat mode and then pres
6. a RsenD Sensor Ground rn fe u S rIcTER Fiter issgeWexPump Yi 12 eooo i eera 2 E 7 _ FReversing Vale 0 8 14 AW000873 H 19 ENERGATE interactive energy management solutions 4 Configuring the Thermostat Settings To configure the thermostat to match your HVAC configuration e For Foundation thermostats go to the Installer Setup and Equipment Settings menus e For Pioneer Z100 thermostats go to the Setup menu If required use the password to access the additional menu items listed below The default password is INST For settings for specific equipment types and configurations see the information under 5 Standard Configurations AW000873 H 20 4 1 Conventional Settings Setting TYPE OF COOL STAGES OF HEAT STAGES MIN ON OFF TIME For Heating MIN ON OFF TIME For Cooling Heat Max Cycles Cool Max Cycles FAN ON IN HEAT AW000873 H Description Select the type of equipment Conventional or Heat Pump the default is Conventional Select the number of cool stages from 0 to 2 The default is 1 Select the number of heat stages from 0 to 2 3 for heat pumps The default is 1 Select the minimum on off time from 1 to 6 minutes The default is 2 Note A minimum of 2 minutes is recommended for a furnace and 3 minutes for heat pumps and air conditioners Select the minimum on off time from 1 to 6 minutes The default is 4 Note A minimum of 2 minutes is recom
7. a furnace and 3 minutes for heat pumps and air conditioners AUX Heat Max Select the Maximum Cycles Hour from 1 to 12 vias Cycles Hour Equipment Equipment y Cycling Settings The Default is 6 Heat pump Select the Maximum Cycles Hour from 1 to 12 Cycles Hour Equipment Equipment Max Cycles Cycling Settings The Default is 4 AW000873 H 23 ENERGATE interactive energy management solutions HYSTERISIS Select the number of degrees that the temperature must go beyond a setpoint before changing between HEAT and COOL mode when in AUTO mode Equipment Control Settings The range is 0 F 0 C to 6 F 3 C J The default is 2 F 1 C ALLOW Set to Yes if the heat pump and auxiliary heat can be HP AUXON 9 at the same time common with auxiliary electric heat Equipment Equipment Set to No if the heat pump should be off when the Settings Settings auxiliary heat is on common with auxiliary fossil fuel heat The default is Yes BALANCE Heat Pump without outdoor temperature sensor POINTS If available use the values for your specific equipment Otherwise use the default values Heat Pump with outdoor temperature sensor HIGH Set to the temperature above which the auxiliary heat is disabled The range is from 38 F 39 C to 122 F 50 C A typical value is 50 F 10 C Equipment Equipment Settings Settings LOW Set to the temperature below which the heat pump is disabled The ran
8. 5 4 Heat Pump Single Stage with No Auxiliary Sta Cy sc isccisscivundvancewmivaciswedseeavindemnivandencawedamnumeanmares 29 5 5 Heat Pump Two Stage with No Auxiliary Stage ccccccccecsceeseeeeeeeeeeseeeeeeeeeeeeeeeeaeseeaeaesesensesesanes 30 5 6 Heat Pump Single Stage with Auxiliary Stage cccccsesceecsecrcecsearceceearceceearseceearseseearseseearseseeates 31 5 7 Heat Pump Two Stage with Auxiliary Stage s ssssssunnsnnnunnsnnnurnnnnnunnnnnnunnsnnnunnnnnnunnnnnnuennnnnunne 33 6 Special CODE ablOliSceuascon EDMUND USURIS ATUDUNUER RARE KIRDUNATO CEU RD VERDE DNA RUD KADUN DR UNUM 35 61 dNOCommon Wire at Themo5 db create estuve uem ipaum ne Eann aE nN sacueaseeecarentsecseenesacuss 35 6 3 Zone Control SVSbelTIS sassssakeskxkckFERRXUROREE E RESERPATIDEURUN SDXERAU A RARUDUDNUURUUR USN UPAT EDRC DECRE ROPA ORAN CREAR EPA CERO RR 40 7 Sen a ACCES OS m TI TII 41 SER In oc PP ee ee 41 gu Outdoor Temperature SENSO oeuvre era ren nn U VIE EIMETEKREPEPEIEKIEEIS FERE MUST MER UM M EU MUN ME AT EME 42 7 3 Air Filter Sensor RU TET 42 7 4 Heat Pump Fault SES scsnderkimxRmpuber donna Kou ER FERRO e orc UR sra RR re Red ub nona I RR 42 LIPE e 43 AW000873 H 4 ENERGATE interactive energy management solutions 7 6 Meter Data Collector Foundation Model FZ100C eere nmm nmn 44 7 7 Pager Module Foundation Only T rct 45
9. 77 W F Module sea A E E E E R E E E E R 47 WSN E EEE EE 50 o CONVENON Sy SEN Te Eeee n EE ET EAEE EEE aR 50 9 2 E a a E E E E E E E E E ne MR Re REREREREREREREREE 51 PME es cess 52 9 1 Troubleshoot tne Thermostat TIrstallablOTossaassbersad 56 ao v enge SE a2 ue ERRORI gas Ea SERERE Ga Ia E oer E ERR Eoo ia SET Ear pes 52 Oo WrouDIeshoOE The ZIP COBDSCE d pee n nena aeui ae e eaaa ER neut E keine Eee aeu tueu Men ncs 54 9 4 Troubleshoot the Link to the Meter Data Collector eeeeeeeee eee 55 9 5 Troubleshoot the Meter Data Collector mang Wan Gies ocac ciasedun dune ocu utut ain ada acu uoa E dun iuc ed stececaretecaee 57 9 6 Troubleshoot the Pager Module Installation cesis 59 9 7 Troubleshooting the Wi Fi Module Installation ssessped ema NU ExHU HC I REOR M Us IE PU IMS EXE URRNUS QU Sata UM OS DON EHCR uU 59 10 Return Material Authorization RMA Procedure suni us itin irintisirg dr tard qrnd xai inpr edet rine d arra a arra aad 62 11 Unsupported Configurations ssssskxwn ERR RERRRA RA RAE RKa CIR FEX FRU ER RAN RR RO R A RH RUE Era bw pA rd A S C YN RH 63 11 1 Heat Pump with Two or More Additional Auxiliary Stages een 63 E RPM WIZ MIRROR 63 11 3 Proprietary Communication Protocols between HVAC Equipment and Thermostats 63 11 4 Line Voltage SV SEC IV ones rebertuRa UDUEREFAEENUUEUDNDEFR
10. Area Network HAN devices to connect to it You can enable this mode by pressing the JOIN button or the utility can enable it remotely This mode is cancelled automatically after four minutes 9 3 5 POWER light is flashing irregularly Green light labeled POWER also indicating HAN status on an irregular flash cycle green light illuminates for 5 seconds every 30 seconds indicates that the ZIP Connect is not currently connected to any other ZigBee device and is searching for a HAN to join 9 3 6 Unable to connect a device First ensure that the LINK light is illuminated but not flashing If it is flashing make sure that the device is in a good location that is away from other wireless equipment and solid objects such as computers televisions and walls If the LINK light is illuminated but not flashing try adding to the amount of time that the ZIP Connect allows a device to connect When you provision devices using the utility website ZIP Connect allows devices to connect to it for four minutes Connecting a device can take longer in environments where there is interference from other wireless devices or other barriers for example metal siding or electrical appliances To restart the mode that allows devices to connect press the ZIP Connect JOIN button Press it again as needed until the device is connected If pressing the JOIN button does not resolve the problem please contact Technical Support see 13 Energate Technical Support
11. Auxiliary Switch Energate Wall Plate ZIP Connect Energate ZIP Connect Pioneer Pioneer Z100 Pioneer Z100 Smart Thermostat Foundation and Foundation Smart Thermostat amp Home Energy Gateway are trademarks of Energate or its subsidiaries in the U S and or certain other countries All other trademarks are the sole property of their respective owners July 2014 AW000873 H 2 ENERGATE interactive energy management solutions Warranty LIMITED WARRANTY OF ENERGATE INC Energate Inc Warrants that this product will be free from defects in material and workmanship for a period of one 1 year from the date of the original purchase of this product from Energate Inc the Warranty Period THIS WARRANTY DOES NOT INCLUDE DAMAGE TO THE PRODUCT RESULTING FROM ACCIDENT OR MISUSE ENERGATE INC DISCLAIMS ALL WARRANTIES AND CONDITIONS EXPRESS OR IMPLIED AS TO THIS PRODUCT S MERCHANTABILITY PRODUCTIVENESS OR FITNESS FOR ANY PARTICULAR PURPOSE INCLUDING ANY AND ALL WARRANTIES ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM A COURSE OF DEALING OR USAGE OF TRADE If this product becomes defective during the Warranty Period Energate Inc shall have the option in its sole discretion to either repair the product or replace the product This warranty shall be solely for the benefit of the party that purchases this product directly from Energate Inc or one of Energate s recognized distributors and is not assignable without the express wr
12. are not answered by this document please contact Energate using the information provided in 13 Energate Technical Support AW000873 H 6 ENERGATE interactive energy management solutions 1 1 Operating the Foundation Thermostat 1 131 Navigating the Controls Home button Up button Menu Selection button Down button Event Yellow Orange Red On nmn ot Switches between the Thermostat and the Energy mode home screens Exits and cancels any changes within a menu and returns to the last visited home screen Wakes up the unit Q Menu Select v Displays a menu Selects the highlighted item Navigates to the next step in a wizard Confirms messages Wakes up the unit Up A In the Thermostat mode adjusts the target temperature and In the Energy mode adjusts conservation settings Down Y Moves the highlighted selection in a menu Wakes up the unit AW000873 H 7 ENERGATE interactive energy management solutions 1 1 2 Thermostat Home Screen Outdoor temperature OUTDOOR 76 5 O3 12 AM Yil Time and link status age 7 g o E Au Current temperature Thermostat mode COOL 5 ALTO Fan mode Target temperature TARGET 5 0 FULLOWING SCHEDULE Scrolling message Press the Home button to switch to the Energy home screen By default the backlight dims when the Thermostat home screen switches to Standby mode 1 1 3 Energy Home Screen
13. both the HVAC equipment and at the thermostat with a wire you have confirmed is working if available Also confirm that the wiring is proper thermostat wiring For example if G is working but W is not rewire the G wiring for use on W 9 Turn the equipment back on If W does not work while using the good wiring from G it is likely an HVAC equipment issue Recommend to the homeowner that they have an HVAC service technician service their equipment 10 If W does work while using the good wiring from G it is a wiring issue If there is an unused wire test the wire using the method above and use it for the output 11 Remove the jumper Put the thermostat front plate back on Perform the appropriate Conventional or Heat Pump System test see 8 Testing the System and confirm that all outputs are now functioning correctly 9 3 Troubleshoot the ZIP Connect 9 3 1 Power failure or loss of Internet connectivity In the event of a power failure or a loss of Internet connectivity please check the connections The ZIP Connect automatically reconnects when the power or Internet connectivity is restored 9 3 2 Both green and amber lights are off First verify that your electrical outlet has power by plugging another device such as a table lamp into it Next check that the power adapter is plugged in and connected to the ZIP Connect If the POWER light is still not lit contact Technical Support see 13 Energate Technical Support 9 3 3 LINK light is
14. cause my equipment to come on more frequently than my old one The thermostat is optimized to maintain the temperature in a narrow range and to minimize it reaching temperatures well above or below the target temperature Equipment may run more often than with an older thermostat that allows a wider temperature range To reduce the number of on and off cycles use the Equipment Settings option in the Installer Setup menu to increase the minimum on and off time However with this type of adjustment temperatures are likely to be higher or lower than the setpoint target temperature more often AW000873 H 66 ENERGATE interactive energy management solutions 12 2 2 Why is the time wrong on the thermostat When communication is enabled the thermostat gets the time from the electric utility and you cannot set the time manually When communication is disabled it operates using the time that is set via the User Options menu Check the signal strength indicator at the top of the Thermostat or Energy home screen If it displays an X or Signal strength of less than two bars there may be a problem Confirm that the ZigBee or Pager Link Info screen displays the message Connection Active You access the Link Info screens from the Installer Setup menu If the home is using a ZIP Connect confirm that both the green Power LED and the orange Link LED are solidly lit If the orange Link LED is flashing it indicates that the device is not co
15. for single stage furnace 2 for two stage furnace The default is 1 STAGES Set to Yes if the thermostat controls the fan common in electric furnaces and No if the furnace controls the fan common in gas furnaces FAN ON IN HEAT AW000873 H 26 ENERGATE interactive energy management solutions 5 2 Furnace with No Air Conditioner 5 2 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC Setting EQUIPMENT TYPE Conventional OFCOOL o STAGES OF HEAT 1 for single stage furnace 2 for two stage furnace STAGES Set to Yes if the thermostat controls the fan common in electric furnaces and No if the furnace controls the fan common in gas furnaces FAN ON IN HEAT AW000873 H 27 ENERGATE interactive energy management solutions 5 3 Air Conditioner with No Furnace 5 3 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC Fan 1 Stage Cool Setting EQUIPMENT TYPE Conventional OF COOL 1 for single stage air conditioner 2 for two stage air conditioner STAGES OF HEAT STAGES AW000873 H 28 ENERGATE interactive energy management solutions 5 4 Heat Pump Single Stage with No Auxiliary Stage 5 4 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC Setting EQUIPMENT Type Heat Pump OF COOL STAGES OF HEAT STAGES Select whether the reversing valve is on in cool or on in heat The default is On in Coo
16. from 40 F 40 C to 120 F 49 C A typical value is 32 F 09C 34 ENERGATE interactive energy management solutions 6 Special Configurations 6 1 No Common Wire at Thermostat Energate thermostats require a common wire If a common wire is not available on the thermostat backplate do one of the following e If the HVAC system is a dual transformer system two transformers install an Energate Auxiliary Switch AS20 See 6 1 1 Installing the Auxiliary Switch AS20 OR e Ifa spare wire is available run it from the equipment to the thermostat backplate See 6 1 2 Running a Common Ground Wire 6 1 1 Installing the Auxiliary Switch AS20 The Auxiliary Switch facilitates the installation of a thermostat where a common wire connection from the heating and or cooling equipment to the thermostat does not exist These single transformer instructions should be used with a Heat only HVAC installation or with an integrated Heat Cool installation that uses a single transformer to service both Heat and Cool parts of the equipment For installations with separate Heating and Cooling equipment each with its own transformer see 6 1 3 Dual Transformer The Auxiliary Switch is installed on or close to the equipment so that the five wire cable reaches the control terminals inside The Auxiliary Switch should not be installed inside the HVAC equipment enclosure doing SO may void the HVAC UL certification Before Starting the Inst
17. installation remove Foundation from the mounting bracket even if it is not mounted on a wall See 3 2 4 Removing the Foundation Thermostat from the Mounting Bracket 2 Locate the covered module slot on the back of Foundation Use a small flathead screwdriver to remove the filler plate 3 Slide the module into the slot ensuring that the tabs that position it are at the bottom against the circuit board Ensure that the module s pin connector is completely inserted AW000873 H 45 ENERGATE interactive energy management solutions 4 Snap the supplied cover over the tab end of the module slot It should be flush with the side of the Foundation casing 5 To re attach Foundation to the mounting bracket position Foundation in the bottom of the bracket using the bottom snap fit tab Gently push Foundation into the rest of the bracket until the top tab snaps into place 6 Wait for Foundation to power up 7 From the Thermostat main menu navigate to the Installer Setup menu When the pager module is installed and working properly the Pager option is displayed in the Installer Setup menu Use this option to access information about the module s connection to the network and other troubleshooting information 7 7 2 Pager Signal Status The pager module cannot receive messages or DR events until it is provisioned using Energate s Consumer Connected Demand Response CCDR After the pager module is provisioned the radio
18. installed on or close to the equipment so that the five wire cable reaches the control terminals inside The Auxiliary Switch should not be installed inside the HVAC equipment enclosure doing so may void the HVAC UL certification Before Starting the Installation Check that the package includes 1 Auxiliary Switch Unit 1 signal coupler and 5 Splice Wire Caps Turn off the power to the furnace air conditioning and or heat pump either at the shut off switch or at the electrical panel Thermostat site Step 1 Remove the old thermostat from the backplate If there is no backplate then remove the thermostat from the wall to access the wiring Next label the wires according to which terminal block they connect to R Y W and G Now disconnect the wires and remove the existing backplate Step 2 Mount the new backplate and connect the wire labelled RC to the R terminal block Step 3 Install the signal coupler provided with the Auxiliary Switch between W and C terminal blocks on the backplate Twist the signal coupler wire with the wire labelled W to ensure that it is held securely Connect the wire labelled W to the C terminal block Any remaining wires should be connected as per their installation instructions Step 4 Make note of the color and or labels on the wires attached to each of the terminal blocks Attach the thermostat to the backplate Equipment site Step 5 In the equipment area find a convenient location
19. link status indicator at the top right of the Temperature or Energy home screen displays the status of the pager signal The following indicators can be displayed to the right of the signal quality bars e F A pager module is installed and configured e D Both a pager module and a ZigBee network are configured e Z A ZigBee network only is configured 7 7 3 Pager Link Information Use the Pager menu s Link Info option to display information such as connection status radio signal strength and hardware information A two digit confirmation code CC that confirms that you have successfully provisioned the pager module is displayed in the bottom right corner of the Link Info screen AW000873 H 46 ENERGATE interactive energy management solutions M PAGER LINK INFO COHHECTIOH ACTIVE RSSIA1S Lass cc 23 HR ee The first Pager Link Info screen displays the current status of the pager module s connection to the network CONNECTION Foundation is connected to the pager receiving messages NETWORK detect the pager network Energate Technical Support The pager module is working and was Contact Technical Support See 13 previously connected to the network but is Energate Technical Support no longer communicating with the network PAGER HARDWARE There is a problem with the pager module Contact Technical Support See 13 ERROR related to its hardware or configuration For Energate Technical Support example the i
20. off or flashing regularly When it is steadily lit the LINK light indicates that the ZIP Connect is connected to the website provided by your electric utility for example Energate s LMS If the light is off or flashes regularly do the following e Check the Ethernet cable and ports to ensure that the ZIP Connect and router are properly connected Ensure that the amber light on the ZIP Connect s Ethernet jack is illuminated e Confirm that your router is powered up and is working properly for example that you can use it to access the Internet via a computer e Unplug the ZIP Connect wait for approximately 3 seconds and then plug it back in e Confirm that the LINK light is now solid which indicates that a reliable connection to the utility website is established e Confirm that the ZIP Connect was successfully provisioned via the utility website For example if you use LMS on the Provision Devices Details page use the Status option for the ZIP Connect to confirm it is online For more information see Error Reference source not found AW000873 H 54 ENERGATE interactive energy management solutions Please note that once the Internet connection is re established it can take several minutes for the ZIP Connect to reconnect with the Internet service provider and for the LINK light to stop flashing and remain steadily lit 9 3 4 POWER light is flashing regularly This indicates that the ZIP Connect is temporarily allowing Home
21. problem with the pager module Please contact Technical Support see 13Energate Technical Support 9 6 3 The pager module is installed correctly and the Pager menu option is displayed but an X is displayed instead of the link status signal strength bars In order to display the signal strength bars the pager module must receive a beacon signal from the pager transmitter This is typically transmitted immediately when you provision a pager module and once per hour after that If the signal strength bars are not displayed within a few minutes of provisioning perform the following steps until the thermostat displays them 1 Remove the thermostat from the wall and remove the pager module Then install a second pager module place the thermostat back on the wall and repeat the provisioning procedure 2 If after a few minutes the bars are still not displayed the area where the Foundation thermostat is installed may not have pager service or there may be an issue with the pager antenna Contact Technical Support see 13 Energate Technical Support 9 7 Troubleshooting the Wi Fi Module Installation 9 7 1 How do I know that the Wi Fi module is correctly inserted and attached to the thermostat When the Wi Fi module is correctly inserted the Wi Fi option is displayed in the Installer Setup menu 9 7 2 The Wi Fi module appears to be inserted correctly but the Wi Fi menu option is still not displayed Toggle between the Settings and the Instal
22. the second backplate and place it back in its original backplate on the wall Confirm that the thermostat remains paired with the collector by ensuring that the Meter Data Collector Link Info screen displays the message Connection Active 7 Once it is paired the Foundation thermostat should begin receiving consumption data from the collector within a few minutes 8 Ifthe Foundation is still unable to pair with the collector and displays Searching for Collector for more than 5 minutes contact Technical Support See 13 Energate Technical Support oY UT oe w AW000873 H 56 ENERGATE interactive energy management solutions 9 5 Troubleshoot the Meter Data Collector Hardware 9 5 1 After installing the Meter Data Collector on my meter and pressing the Reset button the red indicator does not light up The Status light on the collector should light up solid red within 10 seconds after pressing the Reset button If it does not try these steps 1 Confirm that the batteries are inserted using the correct orientation and symbols are printed on the green circuit board inside the battery compartment 2 Confirm that the batteries are not dead We recommend lithium batteries for longer life in freezing conditions 3 Confirm that the battery lid is closed and screwed down The lid has to be fastened down for the batteries to make contact 9 5 2 The red Status indicator on my Meter Data Collector is flashing rapidly The Status ind
23. the wiring and confirm that there is adequate power and a proper common or ground wire For wiring troubleshooting steps see 9 1 Troubleshoot the Thermostat Installation If the screen is still blank after you have confirmed the wiring is correct replace the thermostat and perform a Return to Material Authorization RMA See AW000873 H 64 ENERGATE interactive energy management solutions 10 Return Merchandise Authorization RMA Procedure 12 1 7 How come the thermostat heat or cool animation symbol shows that it is on but the furnace or AC is not running Check the wiring see 9 1 Troubleshoot the Thermostat Installation If the wiring is correct replace the thermostat and perform a Return to Material Authorization RMA see AW000873 H 65 ENERGATE interactive energy management solutions 10 Return Merchandise Authorization RMA Procedure 12 1 8 What if my thermostat displays a Heat Pump Fault error message The heat pump has reported a fault condition to the thermostat As a result the thermostat has disabled its control of the heat pump Until the fault is cleared the thermostat engages only auxiliary heating if available 12 1 9 What if my thermostat displays a Please Change Filter error message Either the change air filter sensor in the HVAC equipment has been triggered or the Filter Reminder timer in the thermostat has expired The error message is displayed on the thermostat display until either the eq
24. to mount the Auxiliary Switch With separate equipment it is generally advantageous to mount the Auxiliary Switch at the Cooling equipment The location should be outside the equipment but close enough so that the five wire cable reaches the thermostat connections inside Mount the Auxiliary Switch using 2 screws or adhesive pad provided Step 6 Before disconnecting wires at the equipment label them according to which equipment terminal block they are connected verifying these labels match the labels attached in step 1 Step 7 Pass the five wire cable from the Auxiliary Switch through a convenient access hole in the equipment AW000873 H 38 ENERGATE interactive energy management solutions Step 8 The wires labelled RC and W must be spliced to the Auxiliary Switch cable and equipment as follows e Wire labelled RC and Auxiliary Switch YELLOW wire both to the Cooling equipment RC terminal e Wire labelled W to the Auxiliary Switch WHITE wire Step 9 Connect the three remaining wires from the Auxiliary Switch to the furnace as follows e RED wire to the Heating equipment RH terminal e GREEN wire to the Heating equipment W terminal e BLUE wire to the Cooling equipment C terminal Step 10 Restore power to the equipment and follow the equipment configuration instructions in the thermostat user manual for testing Step 11 Record the serial number of the unit name and address of the owner and make and model of th
25. weather station try turning it off briefly and check to see if the Foundation thermostat returns to normal operation If it does then check to see if you can change the weather station s operating channel 9 5 8 The total shown on my Foundation thermostat does not match the total shown on my electricity bill In order for the two totals to match clear the totals on the Foundation thermostat on the exact day and time that the utility company reads your meter In addition your electricity bill also may include other fees and any applicable taxes The total amount shown on the thermostat is accurate but it is really meant as a reference to indicate how much power you have consumed since you last cleared the totals For example if you clear the totals at the beginning of the month you can use the Foundation thermostat to compare against your monthly budget AW000873 H 58 ENERGATE interactive energy management solutions 9 6 Troubleshoot the Pager Module Installation 9 6 1 How do I know if the pager module was installed correctly When the pager module is installed correctly the Pager option is displayed in the Installer Setup menu 9 6 2 The pager module appears to be installed correctly but the Pager menu option is not displayed Confirm that you are using a version of the Foundation thermostat which supports Pager Module Firmware v3 4 x x does not support Pager If you are using a version that supports the pager module there may be a
26. your router SSID you can log into your router and set up a guest network with a shorter SSID for your thermostat to connect to b Repeat the configuration process Steps 1 10 If this error message still shows up on your browser after step 8 please contact Technical Support 9 7 6 d d 9 7 7 When I check the link Info I see an error message instead of Connection Active You may have either selected the wrong wireless network or entered the wrong password Repeat the configuration process Steps 1 10 to resolve the issue If this does not resolve the problem proceed to next step If you are using the RM42W Module you may skip this step Otherwise login to your router settings and ensure that the Network mode is NOT set to N only B G N mixed is preferred You may need to refer to your Wi Fi router manual Reboot the router Check that the status message on the WiFi Link Info screen has changed to Connection Active if not proceed to the next step If you still have Error on the WiFi Link Info screen please contact Technical Support When I check the link info it says Searching for ESP To resolve this problem follow the following steps d Power Cycle your Wi Fi router and check the WiFi Link Info screen again to see if this resolves the problem If you are using the RM42W Wi Fi module please skip to step e otherwise continue the following steps If you have a cable modem log into your Wi Fi route
27. COOL mode lower the setpoint by at least one degree F or C and then press ACCEPT Change mode to HEAT rise the setpoint by 1 stage heating at least 3 F 2 C above room temperature 2 P stage heating and then press ACCEPT Remain in HEAT mode raise the setpoint by at least one degree F or C and then press ACCEPT Only in two stage cooling systems Only in two stage heating systems AW000873 H ENERGATE interactive energy management solutions Expected Result Fan should turn on First stage cooling should engage Second stage cooling should engage First stage heating should engage Second stage heating should engage 50 8 2 Heat Pump System Test Use temporary hold to bypass delays associated with the minimum on or off times Output tested 1 stage cooling 2 stage cooling 1 stage heating 2P stage heating Heating using Auxiliary Heat Procedure Mode OFF Fan change from AUTO to ON Mode COOL Set the setpoint to at least 3 F 2 C below room temperature and then press ACCEPT to engage HOLD Remain in COOL mode lower setpoint by at least one degree F or C and then press ACCEPT again Mode HEAT Set the setpoint by at least 3 F 2 C above room temperature and then press ACCEPT Remain in HEAT mode raise setpoint by at least one degree F or C and then press ACCEPT again Remain in HEAT mode raise setpoin
28. GATE nagement solution xm 3 rm 70 ENERGATE interactive energy management solutions Installation Guide for Energate Thermostats Pioneer and Foundation Marketing release 2 3 and 1 4 respectively AW000873 H 1 ENERGATE interactive energy management solutions Legal Declarations 2014 Energate Inc All Rights Reserved Installation Guide for Energate Thermostats Information in this document is subject to change without notice Energate assumes no responsibility for any errors that may appear in this document ENERGATE INC DISCLAIMS ALL WARRANTIES WITH RESPECT TO THIS DOCUMENT EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE IN NO EVENT SHALL ENERGATE DEVICE BE LIABLE WHETHER IN CONTRACT TORT WARRANTY OR UNDER ANY STATUTE OR ON ANY OTHER BASIS FOR SPECIAL INCIDENTAL INDIRECT UNITIVE MULTIPLE OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING FROM THIS DOCUMENT INCLUDING BUT NOT LIMITED TO THE USE THEREOF Notice to Purchaser Pioneer Z100 Smart Thermostat Foundation Smart Thermostat and AS20 Auxiliary Switch are covered by US Patent Numbers 7504972 7737762 7922100 and corresponding claims in their non US counterparts owned by Energate Inc in addition to other patents pending No right is conveyed expressly by implication or by estoppel under any other patent claim Trademarks Energate is a registered trademark AS20
29. HEAT Thermostat Mode hus A LERLE Fan Operation 262 0 t SETPOINT Name pem Value Note A SETPOINT e g LEAVE is identified by a name and specifies both heating and cooling target temperatures See the Temperature Settings section for additional information When you press any of the buttons the Home screen becomes active the backlight brightens and the MODE and FAN tabs are shown m EGET ipii Left Tab Right Tab HEAT 745 8 auro Displays MODE Displays FAN PN aus B B2 24 a eee 92 arcam Press the LEFT TAB button to change the thermostat mode COOL HEAT AUTO EMERG OFF The available options for the thermostat mode depend on the type of heating or cooling equipment at your home Press the RIGHT TAB button to change the fan mode ON AUTO Press the SCROLL A W buttons to adjust the SETPOINT temperatures higher warmer or lower cooler To accept the changes press the LEFT TAB which displays ACCEPT or do nothing They are automatically accepted when the screen goes to the Sleep mode that is the backlight dims To display the menu items press the MENU SELECT v button once when the screen is active or twice when it is in the Sleep mode Note Refer to the thermostat user manual for complete operating instructions AW000873 H 11 ENERGATE interactive energy management solutions 2 General Installation Procedures 1 Before installing the new thermostat or replacing an existing one it is ve
30. IRCHNEN PES aM ECHO FETOCNIR EHI ENUIE DUE HEEU DEREN REN NEA DRARDE 63 12 Frequently Asked tJesblDDS cinis uie vts de tide tum tieona Reus ea Da Medal ueni del Es tea ive paca tice tama nena Ner UNI De MO aa 64 12 1 Installation QUESTIONS pincer tac tecielninacaq iub teiwid ertitimiudia ml etui tabat din Cortina boi Ma irrin LE xU E sirinin 64 e US roue ON ME 66 13 Energate Technical Support s s sssssssrssssnsrnrrsrnrnnrnnnrnrnsnnrnnnnnnrnrnnnnrnrnennrnrnnnnrnrnnnnrnnnnnnnnnnnnnnnnnnnnnnn nenni 69 AW000873 H 5 ENERGATE interactive energy management solutions 1 Introduction This document is intended for the use of installers who are installing the following Energate PCT thermostats that support the ZigBee Smart Energy protocol e FZ100 amp FZ100C Foundation e Z100 Pioneer 2 This document describes the typical installation scenarios and provides advice for handling unusual situations For a description of how to operate the thermostat see 1 1 Operating the Foundation Thermostat Some Foundation models offer additional features such as the ability to collect electricity consumption information from an optional meter data collector attached to your electricity meter This guide specifies the Foundation models that support them whenever these additional features are discussed Foundation model numbers are printed on the radio module on the back of the thermostat If you have questions that
31. Ottawa Ontario Canada K1V 7P2 1 877 908 0010 rma energateinc com After it receives the equipment Energate performs a root cause analysis on it If a problem is found corrective action is undertaken The RMA department then provides an estimated time for completing the repairs or replacing the equipment that was assigned the RMA No Note An RMA No is required for all returned equipment AW000873 H 62 ENERGATE interactive energy management solutions 11 Unsupported Configurations The following configurations are not supported by Pioneer and Foundation thermostats 11 1 Heat Pump with Two or More Additional Auxiliary Stages Energate thermostats support only one additional stage of heating in addition to two heat pump stages Tf there are two or more additional stages of heating in addition to the heat pump stages it is recommended that you wire in the most desirable auxiliary stage The other auxiliary stages are not used 11 2 Multi Zone Thermostats Individual Energate thermostats do not support multiple zones Multi zone functionality must be implemented using a zone controller such as a zoning panel or you can use a separate thermostat for each zone See 6 2 Zone Control Systems 11 3 Proprietary Communication Protocols between HVAC Equipment and Thermostats Several manufacturers use proprietary communication protocols to allow the thermostat and HVAC equipment to communicate for example Carrier Infinity Bry
32. Wi Fi module has been correctly attached the Wi Fi option should become available in the Installer Setup menu 7 8 2 Connecting the Foundation Thermostat to the Wireless Network To connect the Foundation thermostat to the Wi Fi network 1 From the thermostat main menu navigate to the Installer Setup menu Select the Wi Fi option from the installer setup and then select Configure Wi Fi 2 Read the instructions displayed on the thermostat screen and press the select button to proceed 3 The thermostat should ask if you want to start ADHOC SETUP mode scroll to Yes and press the Select button 4 While the thermostat is in ADHOC SETUP mode you will see the following screen that shows the wireless SSID URL and Install Code as shown below Make note of the given information and ensure the thermostat remains in ADHOC SETUP mode SELEGT WIRELESS SSID LE ERBH TEWIF I l1HdoHF HTTPF 4 4 159 254 1 1 EHTER IHZTRLL CODE 3051 5 Using a laptop or any Wi Fi enabled device go to the list of wireless Wi Fi networks and select the Energate Wi Fi network which was recorded in step 4 6 Enter the URL in the address field of your web browser and the following page should open Energate Network Setup Step Please enter the last 4 digits of your install code Select Network Install code Manual Network Network Password Done Back Next Cancel 7 Enter the last 4 digits of the thermostat install code in the provided space an
33. able reaches the thermostat connections inside Mount the Auxiliary Switch using 2 screws or adhesive pad provided Step 6 Before disconnecting wires at the equipment label them according to which equipment terminal block they are connected verifying that these labels match the labels you attached in step 1 Step 7 Pass the five wire cable through a convenient access hole in the equipment Step 8 The wire labelled G must be spliced to the Auxiliary Switch cable using a wire cap as follows e Wire labelled G to the Auxiliary Switch WHITE wire Step 9 Connect the blue and green wires from the Auxiliary Switch to the equipment as follows e BLUE wire to the equipment C terminal e GREEN wire to the equipment G terminal Step 10 Connect the remaining two wires from the Auxiliary Switch and the wire labelled R from the thermostat as follows e Auxiliary Switch YELLOW and RED wires and the wire labelled R to the equipment R terminal Step 11 Restore power to the equipment and follow the equipment configuration instructions in the thermostat user manual for testing Step 12 Record the serial number of the unit name and address of the owner and make and model of the heating and or cooling equipment Install the Connection Diagram sticker AW000785 on a visible place on the HVAC cabinet or on the wall close to the Auxiliary Switch Note If the old thermostat has no connection to G but instead to W then connect the W w
34. aligned correctly on your utility meter 5 Repeat the alignment procedure 9 4 3 The Meter Data Collector Link Info screen continues to display Pairing with Collector after fine tuning the optical sensor placement and turning on an electric appliance that consumes a large amount of power 1 Confirm that the batteries are inserted using the correct orientation The and symbols are printed on the green circuit board inside the battery compartment 2 Confirm that the batteries are not dead Lithium batteries are recommended for longer life in freezing conditions 3 Confirm that the battery lid is closed and screwed down The lid has to be fastened down for the batteries to make contact 9 4 4 Ihave tried all of the troubleshooting procedures and the Meter Data Collector is still unable to pair with the Foundation thermostat 1 Remove the Foundation thermostat from the wall 2 Take a second Foundation backplate and wire it so that it is powered by a portable 24 VAC power adapter Current consumption on the power adapter should be under 500 mA Move the Foundation closer to the Meter Data Collector but not within 10 feet 3 m of the collector Plug the power adapter into the wall and confirm that the Foundation thermostat powers up Once powered up use the Meter Data Collector menu to repeat the pairing procedure If Foundation is able to pair with the collector disconnect the power to the Foundation thermostat remove it from
35. allation Check that the package includes 1 Auxiliary Switch Unit 1 signal coupler and 5 Splice Wire Caps Turn off the power to the furnace air conditioning and or heat pump either at the shut off switch or at the electrical panel Thermostat site Step 1 Remove the old thermostat from the backplate If there is no backplate then remove the thermostat from the wall to access the wiring Next label the wires according to which terminal block they connect to R Y W G Then disconnect the wires and remove the existing backplate Step 2 Mount the new backplate and connect the wire marked R to the R terminal block Also connect the wires labelled W and Y to the corresponding terminal blocks Step 3 Install the signal coupler provided with the Auxiliary Switch between G and C terminal blocks on the backplate Twist the signal coupler wire with the wire labelled G to ensure that it is held securely Connect the wire labelled G to the C terminal block Any remaining wires should be connected as per their installation instructions AW000873 H 35 ENERGATE interactive energy management solutions Step 4 Make note of the color and or labels on the wires attached to each of the terminal blocks Attach the thermostat to the backplate Equipment site Step 5 In the equipment area find a convenient location to mount the Auxiliary Switch The location should be outside the equipment but close enough so that the five wire c
36. ant Evolution and the fully modulating Ruud Rheem systems Unless otherwise noted those communication protocols are not supported by Energate 11 4 Line Voltage Systems Energate does not support electric baseboards and other systems that use 120 volt or 240 volt power Only 24 volt HVAC systems are supported AW000873 H 63 ENERGATE interactive energy management solutions 12 Frequently Asked Questions 12 1 Installation Questions 12 1 1 What if there are two R wires for the old thermostat Rh and Rc See 6 1 3 Dual Transformer Equipment 12 1 2 What if there is no common ground wire to the thermostat See 6 1 No Common Wire at Thermostat 12 1 3 My home already has an outdoor temperature sensor Can I use it with my Energate thermostat You can use your existing temperature sensor if it is compatible with the thermostat See 7 2 Outdoor Temperature Sensor 12 1 4 The thermostat occasionally displays the message Output short circuit Check wiring This may indicate an intermittent short circuit Check the wiring to make sure there are no corroded wires worn wiring insulation or loose connections For additional wiring troubleshooting see 9 1 Troubleshoot the Thermostat Installation 12 1 5 What if the Energate thermostat does not cover the hole where the previous thermostat was installed Use an Energate wall plate to cover the hole in the wall See 7 1 Wall Plate 12 1 6 Why is the thermostat screen blank Check
37. d click Next 8 Select your wireless network from a list of wireless Wi Fi networks AW000873 H 48 ENERGATE interactive energy management solutions 9 Enter your network password when prompted and click Next Your Foundation will automatically leave ADHOC SETUP mode 10 On the thermostat WiFi menu select Link Info and verify that the thermostat has successfully connected to the Wi Fi network The following screen should appear indicating that the connection is active 7 8 3 Wi Fi Signal Status The Wi Fi module cannot receive messages or DR events until it is provisioned using Energate s Consumer Connected Demand Response CCDR After the Wi Fi module is provisioned the radio link status indicator at the top right of the Temperature or Energy home screen displays the status of the Wi Fi signal The following indicators can be displayed to the right of the signal quality bars e W A Wi Fi module is installed and configured e D Both a Wi Fi module and a ZigBee network are configured e Z A ZigBee network only is configured AW000873 H 49 8 Testing the System 8 1 Conventional System Test Use temporary hold to bypass delays associated with the minimum on or off times Output to test Procedure Mode OFF Fan change from AUTO to ON Mode COOL 15 stage cooling Lower the setpoint to at least 3 F 2 C 2 stage cooling below room temperature and then press ACCEPT to engage HOLD Remain in
38. e heating and or cooling equipment Install the Connection Diagram sticker AW000785 on a visible place on the HVAC cabinet or on the wall close to the Auxiliary Switch Heating Equipment Dual Transformer RED Connection Schematic Auxiliary un Example for single stage Switch den Heat Cool System erm w W Thermostat Legend R 24VAC C Common W Heating Y Cooling G Fan AW000873 H 39 ENERGATE interactive energy management solutions 6 2 Zone Control Systems An out of the box Energate thermostat is compatible with most zone control systems Each zone requires a separate thermostat because a single Energate thermostat is not capable of supporting multiple zones by itself To use it with a typical zoning panel connect the R C and other inputs as appropriate to the zone control wiring panel For each zone there should be an appropriate array of terminals similar to those normally located on the wiring panel of the HVAC equipment Treat each array of terminals one for each thermostat zone as a separate piece of HVAC equipment and follow the instructions from earlier in this guide for that type of HVAC equipment AW000873 H 40 ENERGATE interactive energy management solutions 7 Options and Accessories 7 1 Wall Plate If the Energate Foundation or Z100 Pioneer thermostat does not cover the hole in the wall left by the previous thermostat you can use an Energate wall plate to completely cover most
39. ect the other remote sensor wire to the RS RET input terminal For the Pioneer thermostat e Remove the thermostat from the backplate See 3 2 2 Removing Pioneer Z100 Thermostat Front Housing from Backplate e Connect one wire of the remote sensor to the RS OUT input terminal on the thermostat backplate e Connect the other remote sensor wire to the RS GND input terminal 2 Remount the thermostat 3 After a few seconds confirm that the outdoor temperature is displayed on the home screen 7 3 Air Filter Sensor HVAC equipment can have an air filter sensor that closes a contact to 24 VAC to signal that the filter is dirty and should be changed You can wire this sensor to the thermostat s FILTER terminal When it receives the signal the thermostat displays a Change Air Filter message to indicate to the user that he or she should replace or clean the filter 7 4 Heat Pump Fault Sensor HVAC equipment can have a heat pump fault sensor that closes a contact to 24 VAC to signal a problem with the heat pump You can wire this sensor to the thermostat s FAULT terminal When it receives the signal the thermostat displays a Heat Pump Fault message and does not engage the heat pump until the fault is corrected AW000873 H 42 ENERGATE interactive energy management solutions Note Energate thermostats may not be compatible with all heat pump fault sensors 7 5 ZIP Connect Energate ZIP Connect is a ZigBee device that allows the thermos
40. een displays HVAC and not HOME as the consumption data source This indicates that the Foundation thermostat is not receiving transmissions from the Meter Data Collector Ensure that Foundation is located within 100 feet 30 m of the collector Each interior wall and or floor of your house reduces the range by approximately 10 15 feet 3 5 m Exterior walls with wood framing and or wood or vinyl siding reduce range by approximately 15 feet Large metal or electrical barriers and exterior aluminum siding stucco or can reduce effective range even further Range is also reduced by cold weather and as the batteries lose their charge AW000873 H 5 ENERGATE interactive energy management solutions If exterior aluminum or stucco siding is present try to move the thermostat so that there is a window between it and the Meter Data Collector If neither range nor wall construction seems to cause be the problem repeat the steps for pairing the Meter Data Collector with the Foundation thermostat to re synchronize them See Section 7 6 1 Pairing the Foundation Thermostat and Meter Data Collector When you press the Reset button ensure you hold it for at least 5 seconds Lastly it is possible that the batteries in the Meter Data Collector are exhausted In the Installer Setup menu use the Meter Data Collector Link Info option to check the battery strength If the Batt value on the first Link Info screen is Low replace the batteries with fresh ones
41. ge is from 40 F 40 C to 120 F 49 C A typical value is 32 F 09C Default values are High 122 F 50 C and Low 40 F 409C AW000873 H 24 ANTICIPATION TIME MAX RECOVERY TIME AW000873 H Select the amount of time the thermostat will engage the equipment to reach the setpoint temperature before the scheduled setpoint time Set the Anticipation Time to 0 if you do not want the equipment to turn on before the scheduled setpoint Control time The range is from 0 to 180 minutes The default is 60 minutes For multiple stage equipment Select the amount of time the thermostat will allow the equipment to reach the desired temperature in the current stage before engaging the next heating or cooling stage Control The range is 0 to 180 minutes The default is 90 minutes ENERGATE interactive energy management solutions User Options Equipment Settings 25 ENERGATE interactive energy management solutions 5 Standard Configurations This section provides typical wiring configurations for common HVAC units A solid line is required and a dashed line is optional depending on the HVAC configuration 5 1 Furnace with Air Conditioner 5 1 1 Equipment Wiring Thermostat HVAC Equipment 5 1 2 Thermostat Equipment Settings Setting Value EQUIPMENT TYPE Conventional OF COOL 1 for single stage air conditioner 2 for two stage air conditioner The default STAGES Is 1 OF HEAT 1
42. he range is from 0 to 180 minutes The default is 60 minutes For multiple stage equipment Select the amount of time the thermostat will allow the equipment to reach the desired temperature in the current stage before engaging the next heating or cooling stage Control The range is 0 to 180 minutes The default is 90 minutes Equipment Settings Equipment Settings Equipment Settings 22 ENERGATE interactive energy management solutions 4 2 Heat Pump Settings F i Setting Description Pioneer Menu Danos Menu REV VALVE v the reversing valve is on in cool or on in heat E T u pneys Settings The default is On in Cool Select the type of equipment Conventional or Heat Equipment TYPE E T Pump the default is Conventional QM DISENO Settings OF COOL Select the number of cool stages from 0 to 2 Equipment Equipment Type STAGES The default is 1 PEERS OF HEAT ne the in of heat stages from 0 to 2 3 for eat pumps uf T STAGES quipment Type Settings The default is 1 AUX Heat MIN Select the minimum on off time from 1 to 6 minutes ON OFF TIME The default is 2 Equipment Equipment Note A minimum of 2 minutes is recommended for Cycling Settings a furnace and 3 minutes for heat pumps and air conditioners Heat Pump Select the minimum on off time from 1 to 6 minutes MIN ON OFF The default is 4 TIME Equipment Equipment Note A minimum of 2 minutes is recommended for Cycling Settings
43. he thermostat s LCD display AW000873 H 16 ENERGATE interactive energy management solutions 3 3 Foundation Thermostat Wiring The following diagram shows the backplate of the Foundation thermostat ENERGATE interactive energy management solutions Foundation Smart Thermostat Home Energy Gateway MD000768 Rev 100 Power 24VAC R G Lo ANT Outdoor Sensor RS RET Return Antenna ANT 6 r Valve Heat Pump Fault FAUT 8 Air Filter FILTER 9 Outdoor Sensor RS SIG Signal AW000873 H 17 ENERGATE interactive energy management solutions Outdoor Sensor RS RET Return ANT AW000873 H 18 ENERGATE interactive energy management solutions 3 4 Z100 Pioneer Thermostat Wiring The following diagram shows the backplate of the Z100 Pioneer thermostat MEL SE w7 ligBee C Certified product ENERGATE PIONEER SMART THERMOSTAT CONV HP HP CONV FAULT R RS OUT RS OUT E G RS GND RS GND FILTER FILTER 9 G9 QJ 6 GO J amp 69 9 tHe c oe X e d O NSO 3 4 1 Conventional System G f o e e oo p i i oeeo h 9 3 RSOUT Outdoor Sensor Tst Stage Het wi 10 RSGND Sensor Ground Fm fo ii spm Ht at Sager Yr ur ep m seece e e Em i Stage Heat wa a 3 4 2 Heat Pump NC 8 2 FAULT Heat Pump Faut Power 2Ava R Jo 3 RS OUT Outdoor Sensor AwdiayHex E J10
44. holes You can position the wall plate either vertically and horizontally 1 Using the Backplate of the thermostat as a template mark the drywall to locate the two holes to be drilled 2 Drill two 7 32 holes in the drywall and insert the wall anchors in the holes 3 Align and mount the Wall plate and Thermostat Backplate using the two screws provided in the kit 4 Feed the wires through the slot in the center 5 Connect the wires as required and attach the Housing to the Thermostat Backplate The existing opening in the wall may not allow you to securely mount the thermostat If this is the case insert one or two pieces of wood behind the drywall and attach them to the drywall ensuring that the wall plate covers the screws The pieces of wood can now be used to firmly mount the Wall plate and thermostat AW000873 H 41 ENERGATE interactive energy management solutions 7 2 Outdoor Temperature Sensor Energate recommends a sensor using a 10 kOhm at 25 C thermistor with a B25 85 value of 3977 such as the Aprilaire 8052 Remote Sensor Thermostat RS SIG Foundation RS OUT Pioneer Z100 RS RET Foundation RS GND Pioneer Z100 1 Do one of the following For the Foundation thermostat e Remove the thermostat from the backplate See 3 2 4 Removing the Foundation Thermostat from the Mounting Bracket e Connect one wire of the remote sensor to the RS SIG input terminal on the thermostat backplate e Conn
45. icator starts flashing very rapidly if the collector still has not detected the meter s signal within 20 minutes of being powered up This is normal Simply press the Reset button and wait 10 seconds for the Status indicator to light up solid You can then proceed with the installation 9 5 3 My Meter Data Collector Status indicator is flashing regularly but every now and then there is an extra flash This is exactly what you should see Electronic meters produce one single pulse every time you have consumed one watt hour When the sensor first detects a pulse from an electronic meter the Status indicator starts flashing Thereafter the indicator keeps on flashing at the same frequency but in addition it flashes once every time it reads a pulse from your meter at intervals that vary according to your current rate of electricity consumption Thus irregular flashing is absolutely normal 9 5 4 The Meter Data Collector battery indicator shows a low battery level but I installed fresh batteries not long ago Regular alkaline batteries can become exhausted very rapidly when it is extremely cold outside If you are expecting an extended period of temperatures below 20 C 4 F try using lithium type AA batteries in the Meter Data Collector These batteries are commonly available and they provide better performance in cold weather 9 5 5 Foundation s Meter Data Receiver appears to be communicating with the Meter Data Collector but the home scr
46. ioning and troubleshooting the ZIP Connect see CCDR LMS Guide AW000873 H 43 ENERGATE interactive energy management solutions 7 6 Meter Data Collector Foundation Model FZ100C The optional Meter Data Collector communicates with Foundation s built in Meter Data Receiver The collector attaches to the meter provided by your electricity provider where it gathers consumption information and transmits it to the Foundation thermostat For complete installation instructions see the Meter Data Collector Installation Guide For troubleshooting information see 9 4 Troubleshoot the Link to the Meter Data Collector and 9 5 Troubleshoot the Meter Data Collector Hardware 7 6 1 Pairing the Foundation Thermostat and Meter Data Collector The Meter Data Collector works with Foundation Model FZ100C only Note To successfully pair the thermostat and Meter Data Collector you may need to repeat the following steps after fine tuning the placement of the collector s optical sensor For information on installing and adjusting the optical sensor s placement see the Meter Data Collector Installation Guide and 9 4 Troubleshoot the Link to the Meter Data Collector 1 Ensure the Foundation thermostat is powered up 2 Confirm that the Meter Data Collector is installed correctly as described in the Meter Data Collector Installation Guide 3 In Foundation s Installer Setup menu select Meter Data Collector 4 Select Pair with Collector
47. ire to C at the thermostat and the signal coupler between W and C at the thermostat location At the equipment location connect the Auxiliary Switch green wire to W instead of G at the equipment Connect the Auxiliary Switch White wire to the W wire with a wire cap at the equipment location AW000873 H 36 ENERGATE interactive energy management solutions BLUE RED Single Transformer Connection Schematic Auxiliary Vn Example for single stage Switch YELLOW Heat Cool System WHITE HVAC Thermostat Equipment Legend R 24VAC C Common W Heating Y Cooling G Fan 6 1 2 Running a Common Ground Wire If a common wire is not available at the thermostat and the installer determines that it is more efficient to run a fresh common wire from the HVAC equipment transformer or simply does not have an auxiliary switch available take the following precautions e Use the common or ground wire of the transformer of the HVAC equipment e Avoid problem with the thermostat do not use a floating or incorrect common wire e fa common wire is run and power is not available at the thermostat one of the wires may be faulty This is more likely in older houses In that case it is recommended to test for continuity on the wires If no continuity is detected the wiring likely needs to be replaced To test for continuity replace the original wire with a spare wire if available and retest If the new wire works the old wire is
48. itten consent of Energate Inc To obtain warranty service please contact your electricity service provider A return authorization is required on all returns relating to a warranty claim Energate Inc reserves the right to charge the purchaser of this product for the costs of shipping replacement products or parts In the event that any part of this product is replaced by Energate Inc during the Warranty Period any and every warranty that might be applicable to the replacement part s shall expire on the date of the expiry of the Warranty Period ENERGATE INC S ENTIRE AGGREGATE LIABILITY FOR LOSSES AND DAMAGES FOR ANY CAUSE RELATED TO OR ARISING OUT OF THE PURCHASER S PURCHASE AND OR USE OF THE PRODUCT WILL IN NO EVENT EXCEED THE PURCHASE PRICE PAID FOR THE PRODUCT IN NO EVENT WILL ENERGATE INC BE LIABLE FOR A ANY INDIRECT SPECIAL INCIDENTAL CONSEQUENTIAL OR PUNITIVE LOSS OR DAMAGE OR OTHER ECONOMIC LOSS OF ANY KIND IN ANY CASE EVEN IF ADVISED OF OR IF ENERGATE INC COULD REASONABLY FORESEE THE POSSIBILITY THEREOF THE LIMITATIONS EXCLUSIONS AND DISCLAIMERS IN THIS AGREEMENT SHALL APPLY IRRESPECTIVE OF THE NATURE OF THE CAUSE OF ACTION DEMAND OR PROCEEDING INCLUDING BUT NOT LIMITED TO BREACH OF CONTRACT NEGLIGENCE TORT STRICT LIABILITY OR ANY OTHER LEGAL OR EQUITABLE THEORY AW000873 H 3 ENERGATE interactive energy management solutions Table of Contents Legal E Bersm 2 bu clgr nia M
49. l REV VALVE AW000873 H 29 ENERGATE interactive energy management solutions 5 5 Heat Pump Two Stage with No Auxiliary Stage 5 5 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC Setting EQUIPMENT TYPE Heat Pump OF COOL STAGES OF HEAT STAGES Select whether the reversing valve is on in cool or on in heat The default is On in Cool REV VALVE AW000873 H 30 ENERGATE interactive energy management solutions 5 6 Heat Pump Single Stage with Auxiliary Stage 5 6 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC Em er gency Heat AW000873 H 31 ENERGATE interactive energy management solutions 5 6 2 Thermostat Equipment Settings Setting Value EQUIPMENT TYPE OF COOL STAGES OF HEAT STAGES REV VALVE ALLOW HP AUX ON BALANCE POINTS AW000873 H Heat Pump Select whether the reversing valve is on in cool or on in heat The default is On in Cool Set to Yes if the heat pump and auxiliary heat can be on at the same time common with auxiliary electric heat Set to No if the heat pump should be off when the auxiliary heat is on common with auxiliary fossil fuel heat Without outdoor temperature sensor e If available use the values for your specific equipment Otherwise use the default values Heat Pump with outdoor temperature sensor e HIGH Set to the temperature above which the auxilia
50. ler Setup menu a few times If it still has yet to appear there may be a problem with the Wi Fi module Please contact Technical Support see 13 Energate Technical Support 9 7 3 Icannot see Energate s Network Formed by the Thermostat You may have an older version of the Wi Fi Module RM41W which uses an Adhoc Connection Adhoc is not supported on some devices such as Android Devices and Windows 8 1 Please try using a device which supports AdHoc mode and see if the thermostat s network is detected Some examples of devices which support Adhoc mode are Windows 7 PC s iPhones iPads AW000873 H 59 ENERGATE interactive energy management solutions 9 7 4 My web browser does not open the web page when I enter the URL There may be a small time delay before the web page is available please wait 2 minutes and try again If you cannot connect after 2 minutes your Computer or Wi Fi enabled device is not connected to Energate s thermostat wireless network Please select and connect your device to the Energate Wi Fi network If the problem persists try using another web browser or wireless device 9 7 5 The following message is displayed after you select your network on the web setup page There was an error configuring to join your network Please try again a Verify that your network s SSID Network Name is not more than 31 characters If it is edit your SSID to be less than 31 characters If you would prefer not to edit
51. likely faulty and should be replaced e tis also possible that the wiring has been modified over time Twist on wire connectors such as Marrette or Marr connectors or couplers may have been used to couple the wires and it is likely that the wiring at one end is a different color than the wiring at the other In this case to determine where the problem lies record the colors and trace them from the HVAC equipment to the backplate e To help isolate faults disconnect the thermostat jumper R and the output that you are testing To avoid damaging the thermostat remove the jumper before connecting the thermostat AW000873 H 37 ENERGATE interactive energy management solutions 6 1 3 Dual Transformer Equipment The following procedures describe how to install an AS20 Auxiliary Switch for HVAC equipment that has two transformers with or without a common wire The Auxiliary Switch facilitates the installation of a thermostat in a Dual transformer HVAC system regardless of whether a common wire connection from the equipment to the thermostat is available These dual transformer instructions should be used with installations incorporating separate Heat and Cool equipment each with its own transformer For a Heat only HVAC installation or an integrated Heat Cool installation using a single transformer servicing both Heat and Cool parts of the equipment please refer to 6 1 1 Installing the Auxiliary Switch AS20 The Auxiliary Switch is
52. mended for a furnace and 3 minutes for heat pumps and air conditioners Select the Maximum Cycles Hour from 1 to 12 Cycles Hour The Default is 6 Select the Maximum Cycles Hour from 1 to 12 Cycles Hour The Default is 4 Set to Yes if the thermostat controls the fan common in electric furnaces Set to No if the furnace controls the fan common in gas furnaces The default is Yes ENERGATE interactive energy management solutions Pioneer Menu Equipment Type Equipment Type Equipment Type Equipment Cycling Equipment Cycling Equipment Cycling Equipment Cycling Equipment Settings Foundation Menu Equipment Settings Equipment Settings Equipment Settings Equipment Settings Equipment Settings Equipment Settings Equipment Settings Equipment Settings 21 HYSTERISIS ANTICIPATION TIME MAX RECOVERY TIME AW000873 H ENERGATE interactive energy management solutions Select the number of degrees that the temperature must go beyond a setpoint before changing between HEAT and COOL mode when in AUTO mode Control The range is 0 F 0 C to 6 F 3 C The default is 2 F 1 C Select the amount of time the thermostat will engage the equipment to reach the setpoint temperature before the scheduled setpoint time Set the Anticipation Time to 0 if you do not want the equipment to turn on before the scheduled setpoint time Control T
53. nal help please contact the Energate Technical Support team e Telephone 1 877 908 0010 Monday to Friday from 8am to 8pm Eastern time except holidays e Email support energateinc com anytime AW000873 H 69
54. nnected to the Internet Check your Internet connection If the time is still wrong after following these steps contact Technical Support see 13 Energate Technical Support 12 2 3 I don t understand how the schedule works A schedule setpoint is made up of a start time and its target heat and cool temperatures By default the schedule consists of e Four weekday setpoints Wake Leave Return and Sleep e Two weekend setpoints Wake Sleep Each day in a Foundation schedule can use two four or no setpoints Pioneer can use up to six setpoints per day Each setpoint can contain only one heat and cool temperature setting the target temperature For example to use a different heat temperature for Wake on the weekend a different setpoint is required 12 2 4 Why does the thermostat turn on before the scheduled setpoint time This is normal behavior for the default anticipation time which is 60 minutes The User Options menu allows you to change the anticipation time or set it to 0 minutes which turns off the feature 12 2 5 Why is the blue LED on The blue LED indicates that the thermostat setpoint temperature for example the scheduled target temperature has been adjusted based on an energy or price conservation event e Energy Event is displayed for the signal sent when the electric utility needs to reduce energy consumption e Conservation is displayed for a price conservation event 12 2 6 Why is the yellow orange or red LED
55. nstalled module is not Supported cannot be enabled or has reset itself WAITING FOR The pager module is working has detected For information on provisioning the pager COMMISSION the pager network and is waiting to be module see the CCDR LMS guide provisioned WAITING FOR The pager module is connected to the pager For information on provisioning the pager BEACON network but is waiting for a beacon signal module see CCDR LMS guide from the network Foundation cannot be provisioned until it receives the beacon signal For more information on troubleshooting see 9 6 Troubleshoot the Pager Module Installation 7 8 Wi Fi Module The Wi Fi Module enables wireless two way communication with your utility through a Wi Fi network It can be used with any Energate Foundation 1 3 or 1 4 thermostats Firmware v3 4 or v3 5 The Wi Fi module acts as an alternative to the ZIP Connect IP ZigBee gateway and allows the Foundation thermostat to act as an IP ZigBee gateway for other Energate devices The Wi Fi module can also be used as an alternate communication path when the Foundation is joined to a ZigBee meter to enable the Consumer Portal 7 8 1 Installation The Wi Fi module is similar to the pager module in size and shape and can be physically attached to the thermostat using the same steps described for the pager module in section 7 7 1 Installation AW000873 H 47 ENERGATE interactive energy management solutions Note After the
56. on As the price of energy increases the yellow orange or red LEDs light up in that order The red LED is lit when the price is very high Note that one or a maximum of two lights can be on at the same time for example blue and one of the yellow orange or red lights AW000873 H 67 ENERGATE interactive energy management solutions 12 2 7 How do I temporarily override an energy event To create a temporary hold that overrides a voluntary event adjust the temperature If it is a mandatory event you must contact your utility to request an override When you override an event the blue LED turns off and the Temporary Hold is displayed 12 2 8 How do I permanently override energy or price events For energy events e For Pioneer thermostats on the Energy Options screen set Energy Event to Opt Out e For Foundation thermostats on the Energy Settings menu for the Event Participation option choose Ignore All You access the Energy Settings from the Energy home screen Note Only voluntary events can be overridden For price events e For Pioneer thermostats on the Conservation screen select Maximum Comfort e For Foundation thermostats on the Conservation Settings screen select Maximum Comfort To access the Conservation Settings screen from the Energy home screen press the Up A or Down V button AW000873 H 68 ENERGATE interactive energy management solutions 13 Energate Technical Support For additio
57. ounded Pioneer thermostat is shown 3 2 Mounting the Thermostat Install the thermostat at 5 feet 1 5m above the floor in an area with good air circulation and an average temperature Avoid locations with drafts dead spots behind doors hot or cold air ducts sunlight or radiant heat from appliances concealed pipes or chimneys and unconditioned areas For example don t install the thermostat on an outside wall The two wallplate anchors should be spaced 3 5 inches 90 mm apart in a vertical direction Pull wires through the backplate and connect them to the appropriate terminals AW000873 H 14 ENERGATE interactive energy management solutions 3 2 1 Pioneer thermostat installation Place thermostat housing as Press down at the bottom of the CAUTION shown above thermostat housing Do not press on the front housing It is very important to engage until the housing snaps into as shown above the top hinge first position This may cause the LCD to crack and or break 3 2 2 Removing Pioneer Z100 Thermostat Front Housing from Backplate To remove the thermostat front housing from the backplate press the plastic tab located at the bottom of the thermostat Pull the bottom of the front housing forward and remove Warning To avoid damaging the thermostat do not use metallic tools to remove the Pioneer Z100 thermostat battery or backplate 3 2 3 Placing the Foundation Thermos
58. r and change your DHCP Response to enable Unicast Internet Settings and disable Always Broadcast Network Settings You may need to refer to your Wi Fi router manual If you have a DSL modem log into your Wi Fi router and disable your PPoE Auto Reconnect setting You may need to refer to your Wi Fi router manual AW000873 H 60 ENERGATE interactive energy management solutions d Log into your Router and ensure that the Channel Width is set to 20MHZ NOT Auto This option is usually located in the Wireless Network Settings of your router You may need to refer to Wi Fi router manual e Reboot the router Check that the status message on the WiFi Link Info screen has changed to Connection Active if not proceed to the next step If all steps fail to fix the problem please contact Technical Support see 13 Energate Technical Support 9 7 8 My Wi Fi link info reports CONNECTING instead of CONNECTION ACTIVE a AW000873 H If you are using the RM42W Wi Fi module please skip to step e otherwise continue the following steps Log into your Router and access the wireless network settings Ensure that the Security Encryption in your Wi Fi router settings is NOT set to TKIP AES is preferred in some router models Ensure that the security type is set to WPA2 Personal or WPA personal not mixed mode The WiFi module may not support WPA WPA2 mixed mode in some routers for example Cisco Linksys EA3500 Login to your router se
59. ry heat is disabled The range is from 38 F 39 C to 122 F 50 C A typical value is 50 F 10 C LOW Set to the temperature below which the heat pump is disabled The range is from 40 F 40 C to 120 F 49 C A typical value is 32 F 09C 32 ENERGATE interactive energy management solutions 5 7 Heat Pump Two Stage with Auxiliary Stage 5 7 1 Equipment Wiring Thermostat HVAC Equipment Common GND Power 24 VAC AW000873 H bs ENERGATE interactive energy management solutions 5 7 2 Thermostat Equipment Settings Setting Value EQUIPMENT TYPE OF COOL STAGES OF HEAT STAGES REV VALVE ALLOW HP AUX ON BALANCE POINTS AW000873 H Heat Pump Select whether the reversing valve is on in cool or on in heat The default is On in Cool Set to Yes if the heat pump and auxiliary heat can be on at the same time common with auxiliary electric heat Set to No if the heat pump should be off when the auxiliary heat is on common with auxiliary fossil fuel heat Without outdoor temperature sensor e If available use the values for your specific equipment Otherwise use the default values Heat Pump with outdoor temperature sensor e HIGH Set to the temperature above which the auxiliary heat is disabled The range is from 38 F 39 C to 122 F 50 C A typical value is 50 F 10 C LOW Set to the temperature below which the heat pump is disabled The range is
60. ry important to test all heating and cooling stages to verify that the existing HVAC equipment is working correctly 2 In general the thermostat installation or replacement should not be attempted if the HVAC equipment does not appear to be working correctly as this can lead to future misunderstandings with the home owner 3 If this is a replacement installation record the schedule and equipment settings for the existing thermostat Label all the wires and identify the terminals that they are connected to on the old thermostat in case it needs to be re installed 4 If there is no existing thermostat mount the thermostat and related equipment See 3 New Installation 5 For replacement installations disconnect power from the HVAC equipment and remove the old thermostat 6 Install the Energate thermostat as described in 5 Standard Configurations If the thermostat backplate does not cover the hole in the wall see 7 1 Wall Plate 7 If there is no common ground wire see 6 1 No Common Wire at Thermostat 8 After you install the Energate thermostat reconnect power and use the Installer Setup or Setup menu to configure the thermostat for the type of equipment that it is connected to See AW000873 H 12 ENERGATE interactive energy management solutions 10 4 Configuring the Thermostat Settings 11 Verify that all the heating and cooling stages are working correctly See 8 Testing the System 12 If the thermostat uses an o
61. s the Menu Select v button 4 Use the Up A or Down V buttons to select Yes and then press the Menu Select v button to save the changes SELECT amp HEST v SELECT x HEST Note Refer to the thermostat user manual for complete operating instructions AW000873 H 9 ENERGATE interactive energy management solutions 1 2 Operating the Z100 Pioneer Thermostat 1 2 1 Navigating the Controls DISPLAY SCREEN LEFT TAB button RIGHT TAB button 7 MENU SELECT button SCROLLS lt 2 HELP button The function of the LEFT and RIGHT TAB buttons appears on the bottom of the display screen Use the SCROLL A Y buttons to adjust the temperature move through the menus options and change highlighted values Press the MENU SELECT V button to access the menu and to select or accept highlighted menu items AW000873 H 10 ENERGATE interactive energy management solutions 1 2 2 Home Screen The Home screen displays current temperature and operation data When the Home screen is in Sleep mode the backlight is dimmed actual brightness level is user adjustable Please note that icons such as heat or fan are animated when the equipment is running Electricity Price or Title Bar Rate Tier Name may not be available in your area b Current Time Link Indicator d Outd Te t Be a 10 01 AM utdoor Temperature OUTDOOR if outdoor sensor is installed 7A o lt Room Temperature
62. t by at least one degree F or C and then press ACCEPT again ENERGATE interactive energy management solutions Expected Result Fan should turn on First stage cooling should engage Second stage cooling should engage First stage heating should engage Second stage heating should engage Auxiliary heating should engage if there are more heat stages than cool stages Only in two stage heat pump systems Only with Heat Pump systems equipped with an Auxiliary Heater AW000873 H 51 ENERGATE interactive energy management solutions 9 Troubleshooting 9 1 Troubleshoot the Thermostat Installation If you suspect there is a problem with the thermostat unit please ensure you have completed all of the following steps before you contact Technical Support and start the Return to Material Authorization RMA procedure 9 1 1 The thermostat not does not power up turn on 1 Verify that both C and R are wired correctly If a C or a common wire that is a ground wire is missing see 6 1 No Common Wire at Thermostat If C and R are wired correctly confirm that the voltage between C and R is between 20 and 30 VAC Confirm that C is not a floating common wire ground and that it is from the HVAC equipment Confirm that the panel is not removed from the HVAC equipment Confirm that the HVAC equipment is receiving power If the unit still does not power up after confirming that everything is set up correctl
63. tat on the Mounting Bracket Push the bottom end of Foundation onto the mounting bracket until it snaps snugly into place before pushing the top end on AW000873 H 15 ENERGATE interactive energy management solutions 3 2 4 Removing the Foundation Thermostat from the Mounting Bracket 1 Use a large flathead screwdriver or large coin to lift up the snap fit tab located on top of the mounting bracket Note if the screwdriver is too small the tab and or thermostat housing can be damaged 2 Lift the tab until Foundation is free to pull out 3 Pull the top end of Foundation away from the mounting bracket until it is free of the snap fit tab Then lift Foundation free of the mounting bracket Note Be careful not to unplug any wiring that is still connected on the back 3 2 5 Mounting the Outdoor Temperature Sensor Mount the outdoor sensor in a shaded location out of direct sunlight The thermostat will automatically detect the outdoor sensor and display its readings For Foundation thermostats the outdoor sensor should be connected to terminals 10 and 11 see the diagram of Foundation backplate in Section 4 For Pioneer thermostats the outdoor sensor should be connected to terminals 3 and 4 see the diagram of Pioneer backplate in Section 5 3 2 6 Cleaning the Thermostat The thermostat can be cleaned with a soft cloth that is lightly dampened with isopropyl alcohol IPA Warning Excessive IPA or use of other solvents may damage t
64. tat to receive information about utility events and consumption via the Internet The ZIP Connect uses a home s broadband Internet connection such as a DSL connection supplied by a phone company or a cable internet service It does not work with a dial up connection The ZIP Connect RESET button clears the memory of the ZIP Connect to its factory defaults Use it only when you are instructed to by your service provider 7 5 1 ZIP Connect Placement The ZIP Connect contains a powerful 100 mW wireless ZigBee radio transceiver However like a cordless phone its operation can be affected by its placement in the home For best results choose a spot away from other wireless equipment computers televisions and large appliances 7 5 2 Install ZIP Connect 1 Plug the 9Vdc power supply into a wall outlet and connect it to the ZIP Connect The amber light LINK on the front illuminates 2 Use the Ethernet cable to connect the ZIP Connect to your broadband router 3 Ensure that the router is powered up and operational and that the amber light on the ZIP Connect s Ethernet jack at the back illuminates to indicate a connection to the router 4 Under normal operating conditions both lights at the front amber LINK and green POWER should be on continuously not flashing It may take a few minutes from power up for this condition to be reached WAN Connection PC 9V DC Power Connection ETHERNET Cable For information on provis
65. ttings and ensure that the Network mode supports 80211 B It should NOT be set to N only G only or N G only B G N mixed is preferred You may need to refer to your Wi Fi router manual Reboot the router Check that the status message on the WiFi Link Info screen has changed to Connection Active if not proceed to the next step If you still have Connecting on the WiFi Link Info screen please contact Technical Support 61 ENERGATE interactive energy management solutions 10 Return Merchandise Authorization RMA Procedure Before you request permission to return equipment that appears to be defective perform the troubleshooting steps described in 9 Troubleshooting Technical Support requests the following information e Product description LC 301Z load switch AS 20 Auxiliary Switch FZ100 Foundation and so on e Serial number and MAC address for each device to be returned e Date and reason for return e List of tests and troubleshooting steps that you performed before contacting Technical Support and the results e A contact name and phone number e Other additional information as required Technical Support requires the RMA information and provides it to the RMA department The RMA department reviews the recorded details and assigns an RMA number if the return is approved Record the RMA number and send the equipment to RMA specify RMA number Energate Inc c o RMA Department 2379 Holly Lane Suite 200
66. uipment clears the sensor or you reset the timer from the Thermostat or Energy home screen 12 1 10 Are Energate thermostats compatible with hydronic water based systems Energate thermostats are optimized for HVAC equipment that uses forced air to heat and cool The Energate control algorithms work best with these types of systems Energate thermostats also work with water based or hydronic systems The equipment in these systems uses water in the floor or radiators to heat or cool the home and take longer than forced air to change the temperature of a home Energate thermostat algorithms are not optimized for water based systems When water based systems are controlled by an Energate thermostat temperatures may be noticeably higher or lower than the target temperature more frequently or for longer periods of time To minimize this problem it is recommended that you minimize the difference in temperature between setpoints target temperatures that follow each other in the schedule for example Wake and Leave Minimizing the scheduled change in temperatures allows the HVAC equipment to reach and maintain target temperatures more easily 12 1 11What communication technologies are supported by the Energate thermostat Pioneer and Foundation thermostats support the ZigBee protocol Foundation models FZ100 and FZ100C also Support the pager protocol when the optional pager module is installed 12 2 User Questions 12 2 1 Why does the thermostat
67. utdoor sensor air filter sensor or heat pump fault sensor see 7 Options and Accessories 13 If the HVAC equipment has two transformers see 6 1 3 Dual Transformer 14 To connect the HVAC equipment to a zone control system see 6 2 Zone Control Systems 15 Provision the thermostat to allow it to communicate with the ZigBee gateway or the optional Meter Data Collector or pager module See 16 Show the homeowner how to use their new thermostat as described in 1 1 Operating the Foundation Thermostat In particular make sure they know how to a Change the mode between Heat Cool Auto and Off b Set a temporary hold which they can also use to override an energy or price conservation event c Modify their conservation settings if the electricity provider is sending price information d Modify their schedule time and temperature settings For answers to some common user questions see 12 2 User Questions 17 Explain how the electricity provider s demand response program works to the homeowner 18 Provide the homeowner with the thermostat user guide and electric utility documentation AW000873 H 13 ENERGATE interactive energy management solutions 3 New Installation 3 1 Removing battery tab on installation Ea nononono E a Oooo Remove back plate from thermostat housing Grab battery tab and pull away from the battery Do not touch ESD sensitive components unless properly gr
68. y replace the thermostat with another Energate thermostat of the same model 7 If the replacement thermostat powers up contact Technical Support see 13 Energate Technical Support and begin the RMA procedure see o a w S AW000873 H 52 8 ENERGATE interactive energy management solutions 10 Return Merchandise Authorization RMA Procedure 9 1 2 W G or another output does not energize equipment does not turn on 2 Check the wiring on the thermostat backplate Confirm all outputs are wired correctly If the equipment still does not turn on perform the Conventional or Heat Pump System Test See 8 Testing the System If all of the other outputs do not operate correctly wait 5 minutes Some equipment engages only after a delay If all of the other outputs do not turn on after 5 minutes remove the thermostat front plate Jumper the output that is not operating and the R to energize the output at 24 VAC If the output energizes contact Technical Support and start the RMA procedure See 13 Energate Technical Support and AW000873 H 53 ENERGATE interactive energy management solutions 6 10 Return Merchandise Authorization RMA Procedure 7 If the output does not energize it is likely a wiring or an equipment problem Confirm that the equipment is operating correctly 8 If the equipment is operating properly prepare to test for faulty wiring by turning off the HVAC equipment Substitute the wiring at

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