Operating and Installation Manual
Contents
1. 16 M in MONU arsa a R RSS 17 Temperature Settings ec r cede tates a D agi 18 Quick Schedule 50 Hle ien te Ta ENE EE a ak 18 Advanced Schedule 4 sisson eae te ECT a k Ut a EODD REDE tta Vd 2 19 Schedule Lype ii eet e i iei dien ie eren 20 Kiel 21 Ere ER 22 Hold Screen Permanent Timed and Temporary Holds sees 23 Setting the Bate amp Times ion DERE E DUEB HEBR PODES 26 Energy Price Events recep p te pe rere ripae Eee c epe rn pae EHE EE GRE RE ERR nde 28 Page 4 Connecting Conservation with Comfort X Energate Energy Event cens EEEE S a ey 28 Voluntary and Mandatory Energy Events Starting a Temporary Hold during an Energy Event Energy Options Screen Price Conservation Event Conservation Screen 32 Indicators of Energy Events and Savings 34 Utility Text Messages 35 User Options 36 Price Display Options 36 Filter Reminder 37 T M Sesh ha cen ee en OT Temperature Units and Calibration aaaaaaaaaaaaaaaaaaaauaaaaaaauuaaaaaaaasaaauaaaauaaaauaaaauaaaaaaa 38 Languages da a R 38 Service Information cte rd a Ra 39 Power Out g6s cin ecce avian n e R recs ze X eot Ee E C DE EE eee 39 INSTALLATION AND MAINTENANCE aaaaaaaananannnnannannnannnnnnnannunannnnnnannnnannnnanannnnannanannnnanannnnanaa 40 Mounti2. 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 YW buttons to adjust the temperature move through the menus options and change highlighted values Press the MENU SELECT v button to access the menu as well as to select or accept highlighted menu items Page 7 Connecting Conservation with Comfort 2 Energate Home Screen The Home screen displays current temperature and operation data When the Home screen is in Idle mode the backlight is on with low brightness 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 N Current Time Link Indicator E E di Xu WI 0 017KWH 10 01 AM Outdoor Temperature OUTDOOR PME Room Temperature if outdoor sensor is installed 1714 y HEAT 8 AUTO N Thermostat Mode kun pus Fan Operation 5620 SETPOINT Name SETPOINT 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 Page 8 Connecting Conservation with Comfort gt Energate By just pressing any of the buttons the Home screen becomes Active the backlight brightens and the MODE and FAN tabs are shown 10 01 AM Left Tab Right Tab Displays MODE Nes RT 744 8 AUTO Displa
3. 1 22 FM all USER OF TIONS FRICE DISPLAY FILTER REMINDER TIME TEMPERATURE LANGUAGE SERVICE PRICE DISPLAY COSTAR WH SAVE CHANGES CANCEL Page 36 Price Display Options i From the Main Menu SELECT the User Options menu item You will be directed to the USER OPTIONS menu as shown on the left The Price Display menu item defines which type of price information will be displayed in the Title Bar on the Home screen when there is a Price Information Event in effect The options are COST KWH and TIER NAME SCROLL to change between both options Please note that not all utilities provide price information over the communications link so you may not see the price information displayed in the Title bar Connecting Conservation with Comfort gt Energate Filter Reminder You can program the Filter Reminder by going to the FILTER REMINDER screen from the USER OPTIONS menu Once in the FILTER REMINDER screen you can set in months when you need to change the filter It can be set from 0 to 12 months Setting it to 0 effectively disable the CHANGE FILTER reminder After the CHANGE FILTER reminder is enabled NEXT ALARM will display the date when the CHANGE FILTER reminder alarm will go off You can clear the alarm by pressing CLEAR ALARM In order to re enable the CHANGE FILTER reminder set the desired period and press SAVE CHANGES Time The TIME menu item in the USER OPTIONS menu was already explai
4. 2 Energate The thermostat s schedule is factory programmed with Energy Efficient START TIMES and SETPOINTS listed below Note A SETPOINT has a pre set name and specifies both heating and cooling target temperatures as explained in detail in the Temperature Settings section This default schedule may be modified as desired to meet your comfort and schedule requirements The thermostat anticipates the time required to reach a desired temperature prior to the start of the SETPOINT time therefore you only need to set the desired time for the SETPOINT temperature SCHEDULE Fahrenheit Scale Mon to Fri START SETPOINT TIMES NAME HEAT 6 00 am Wake 70 0 F 8 00am Leave 62 0 F 6 00 pm Return 70 0 F 10 00 pm Sleep 62 0 F Page 12 COOL 78 0 F 85 0 F 78 0 F 82 0 F Sat amp Sun starr SETPOINT TIMES NAME HEAT COOL 8 00am Wake 70 0 F 78 0 F 11 00 pm Sleep 62 0 F 82 0 F Connecting Conservation with Comfort Energate Default Schedule continued SCHEDULE Celsius Scale Mon to Fri Sat amp Sun START SETPOINT START SETPOINT TIMES NAME HEAT cooL TlMES NAME HEAT COOL 6 00 am Wake 21 1 C 25 6 C 8 00 am Wake 21 1 C 25 6 C 8 00 am Leave 16 7 C 29 4 C 6 00 pm Return 2126 25 6 C 11 00 pm Sleep 16 7 C 27 8 C 10 00 pm Sleep 16 7C 27 8 C Page 13 Temporary Hold Connecting Conservation with Comfort Energate A Temporary Hold allows you to temporarily make the temperature warm
5. TRUST CENTER WAITING FOR SECURE LINK SEARCHING FOR ESP WAITING FOR VALID CONNECTION CONNECTION ACTIVE At the right end of the title bar of the ZIGBEE LINK STATUS box is the Status Code For additional information about the Status Code please consult your utility Other information provided MAC IEEE 802 15 4 EUI Media Access Control address IC Installation Code which identifies the device Your utility must know the MAC address and the Installation Code of a thermostat in order to be able to communicate with it Typically your utility will know these items before a thermostat is connected for the first time If your utility does not have this information or problems are encountered during connection the installer can read the MAC address and Installation Code from the Link Info screen and inform your utility Pressing the EXIT tab in either the Device Info screen or the ZIGBEE Link Info screen takes you back to the Setup Menu Page 52 Connecting Conservation with Comfort gt Energate Reset Screen The Thermostat has three different resets to Factory Default values USER CONFIGURATION RESET THERMOSTAT RESET SECURITY KEYS RESET USER CONFIGURATION RESET SECURITY KEYS RESET The following sections provide additional information on each of these resets Page 53 Thermostat Reset Connecting Conservation with Comfort 2 Energate A THERMOSTAT RESET restores the thermostat to the following original manufacturer set
6. Voluntary Energy Events ENERGY OPTIONS Choose ENERGY OPTIONS from the Main Menu to view this screen ENERGY EL EHT OFT OUT je The options are OPT IN and OPT OUT To change from OPT IN to OPT OUT you need to SCROLL to OPT OUT and press SAVE SAVE CHANGES CANCEL CHANGES Price Conservation Event Some utilities have prices which vary depending on the time of day and in some cases when demand is approaching its highest levels a critical peak price In these situations your utility can send Price Information Events The current price of energy can also be used to trigger a Price Conservation Event When a Price Conservation Event is triggered the thermostat responds based on which of the five levels you selected from on the Conservation Screen see Conservation Screen section Price Conservation Events are always voluntary You can always start a Temporary Hold during a Price Conservation Event In this case the Price Conservation Event will be suspended during the duration of the Temporary Hold You can also OPT OUT of Price Conservation Events Note that it is possible to have a new Energy Event while there is still another one happening e g your thermostat can be under a Price Conservation Event when an Energy Event is being sent by your utility Page 31 Conservation Screen Connecting Conservation with Comfort 2 Energate The Conservation Screen allows you to choose your desired comfort level i e from maximum comfor
7. and press ACCEPT again Fan should turn on First stage cooling should engage Second stage cooling should engage First stage heating should engage Second stage heating should engage Only in two stage cooling systems Only in two stage heating systems Page 57 Connecting Conservation with Comfort 2 Energate Heat Pump System Test This procedure allows the installer to bypass delays associated with the minimum on off times OUTPUT TESTED PROCEDURE EXPECTED RESULT Fan 1 stage cooling 2 stage cooling 1 stage heating 2 stage heating Heating using Auxiliary Heat Mode OFF Fan change from AUTO to ON Mode COOL Set the setpoint by at least 3 F 2 C below room temperature and press ACCEPT to engage HOLD Remain in COOL mode lower setpoint by at least one degree F or C and press ACCEPT again Mode HEAT Set the setpoint by at least 3 F 2 C above room temperature and press ACCEPT Remain in HEAT mode raise setpoint by at least one degree F or C and press ACCEPT again Remain in HEAT mode raise setpoint by at least one degree F or C and press ACCEPT again 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 tw
8. back to the start times Change the start time to the desired one and then press SAVE CHANGES Connecting Conservation with Comfort 5 Energate Hold Screen Permanent Timed and Temporary Holds The SCHEDULE can be overridden to maintain a desired SETPOINT through either a Permanent Hold hold until cancelled e Timed Hold e Temporary Hold hold until the next scheduled SETPOINT QUICK SCHEDULE HOLD ENERGY OPTIONS USER OPTIONS ADL SCHEDULE HOLD TYPE FERHAHEHT i TYFE FERHAHEHT conr SETroINT Choose HOLD from the Main Menu Once in the HOLD screen use the SCROLL buttons to choose the HOLD Type Permanent Hold To choose a Permanent Hold use the SCROLL buttons in the HOLD screen until you see PERMANENT underlined next to TYPE If you want to change the HEAT and or COOL temperatures you can do so by pressing the MENU SELECT key and then the SCROLL buttons to increase or decrease the temperatures You can also change the SETPOINT name from HOLD to another one by pressing again the MENU SELECT key and then scrolling though the different SETPOINT names The Heat and Cool temperatures will change accordingly Only the HOLD SETPOINT allows the temperatures to be independently set Press SAVE CHANGES to accept the new settings and initiate the Hold To cancel the Hold return to the HOLD screen and press the CANCEL HOLD tab Page 23 Connecting Conservation with Comfort g
9. be changed for Conventional Systems DEFAULT OPTION MIN ON OFF TIME 3 MIN 1 6 MIN Minimum cycle time for the furnace air conditioner FAN ON IN HEAT YES NO The fan turns on when the thermostat sends the fan on signal If the Fan Mode is AUTO the thermostat will turn the fan on whenever the furnace is turned on The furnace waits until enough heat is built up before turning on the plenum fan The furnace controls the fan when the Fan Mode is AUTO this option only applies to the furnace Page 46 Connecting Conservation with Comfort Energate Heat Pump Systems You must enter an Installer Password to access the EQUIPMENT SETTINGS from the Main Menu The following settings can be changed for Heat Pump Systems DEFAULT OPTION MIN ON OFF TIME 3 MIN 1 6 MIN Minimum cycle time for the heat pump auxiliary heater ALLOW HP AUX ON YES NO Allows the Heat Pump and Does not allow Heat Pump and Auxiliary Heat to be on at the Auxiliary Heat to be on at the same same time time add on configuration BALANCE POINTS 39 0 to 122 F HIGH 122 F 50 0 C 39 5 to 50 0 C The High Balance Point defines the outdoor temperature above which the Auxiliary Heater is disabled 40 0 to 121 F LOW 40 0 F 40 0 C 40 0 to 49 5 C The Low Balance Point defines the outdoor temperature below which the Heat Pump compressor is disabled An outdoor temperature sensor must be installed for the Bala
10. you will be excluded from all future voluntary energy events until you select to Opt In again Page 29 Connecting Conservation with Comfort gt Energate Starting a Temporary Hold during an Energy Event 10 14 AM ENERGY EVENT LIMITING COOL SETPOINT TO 5 67 HEAT SETPOINT TO 60 27 EQUIPMENT USAGE TO 40 ENDING IM 1 HRS MIH OVERRIDE Page 30 During an Energy Event you can always start a Temporary Hold through the Home Screen following the procedure explained in the Temporary Hold section In this case when you press ACCEPT a warning message will be displayed advising you that there is an Energy Event in progress which are the limits specified by the event and when it will end If the Energy Event is Voluntary the LEFT TAB will show OVERRIDE giving you the option of Overriding the event If the Energy Event is Mandatory no LEFT TAB will be shown so you don t have the option of overriding the event In all the cases the desired Temporary Hold will be started but if the event has not been overridden the limits set by the Energy Event will be applied during the Temporary Hold meaning that whenever the Temporary Hold specifies a temperature which will result in a higher energy consumption than any of the limits set by the event the Temporary Hold setpoint will be replaced by that limit Connecting Conservation with Comfort 5 Energate Energy Options Screen The Energy Options screen allows you to disable
11. ES Page 21 Connecting Conservation with Comfort 3 Energate Schedule The SCHEDULE determines when a SETPOINT such as WAKE begins Only the start times are defined the SETPOINT ends at the start of the next SETPOINT SCHEDULE M F From the ADVANCED SCHEDULE menu choose the menu item RCS RA d TT SCHEDULE and press the MENU SELECT button to view the SCHEDULE screen The PROGRAM window displays the SETPOINT associated with the start time on the right Adjust the z start time by pressing the MENU SELECT button and SCROLLING waaay a through the time Press SAVE CHANGES Press the MENU SELECT button to move inside the PROGRAM window Here the SETPOINT can be SCROLLED to choose the name of a different SETPOINT Press the MENU SELECT button again to return to the start times on the right Once you finished programming the schedule for a day press NEXT DAY to continue with the following day To delete a start time SCROLL to the start time press the MENU SELECT button and the selected start time will be underlined Press again the MENU SELECT button which will cause the corresponding SETPOINT to be underlined too Press any of the SCROLL buttons until the screen shows a blank SETPOINT This deletes the start time SCHEDULE _M F To add a new start time you can have up to 6 scheduled start times SCROLL to a blank row SELECT it and SCROLL to an appropriate SETPOINT Press MENU SELECT to select it and to go
12. N Energate Z100 P2 Smart Thermostat Operating and Installation Manual a ZigBee Certified product AW000655 C Connecting Conservation with Comfort 2 Energate Operating and Installation Manual Congratulations on the purchase of your new thermostat It has been designed for easy programming to save on energy costs and allow a comfortable living environment Features Auto programming mode for your yearly heating and cooling needs Easy adjustment of temperature and schedule Energy efficient presets to help reduce heating and cooling costs Wirelessly communicates with your utility Notifies you and automatically responds to utility demand response events Provides you with the current price of energy or rate tier Lets you select from a range of comfort and savings levels when energy prices increase Large easy to read backlit display Silent operation Protection against short circuits during installation Page 3 Connecting Conservation with Comfort Energate Table of Contents OPERATING THE THERMOSTAT uaaaxaaaaaa avn avnnannnananananananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnanannnnanunnnunnnunaaa 7 Navigating the Controls a7 Home Screen 8 Heat Cool Fan Icons Setpoint Value Display 10 HELP button M Title Bar 11 Default Schedule 12 Temporary HOM ciel 14 Heating and Cooling Modes volta pisci ee nage epe R estes 16 Iu rs
13. POINT as explained before in the section called Temporary Hold Note that the line UNTIL shows the date and time the Temporary Hold will end which is the date and time of the next scheduled SETPOINT You will not be able to change the date and time shown on this screen Once you choose a Temporary Hold you can change the HEAT and or COOL temperatures by pressing the MENU SELECT key and then the SCROLL buttons to increase or decrease the temperatures Press SAVE CHANGES to accept the new settings and initiate the Hold To cancel the Hold return to the HOLD screen and press CANCEL HOLD Page 25 Connecting Conservation with Comfort 2 Energate Setting the Date amp Time When the communications link is active the network periodically updates the date and time and you will be prevented from modifying this setting If the communications link is off you can set the current date and time by selecting the TIME menu item from the USER OPTIONS menu Using the same menu item you can also change between a 12H or 24H clock format Press the MENU SELECT button to view the MAIN MENU as shown in this screen AUTO Use the SCROLL buttons to scroll to the USER OPTIONS menu item Press again the MENU SELECT button QUICK HOLD ENERGY OFTIOHS USER OPTIONS ADV SCHEDULE The USER OPTIONS menu will appear as shown at the left Use the SCROLL down button to scroll to the TIME menu item Press the MENU SELECT b
14. POINT temperatures should be modified in order to reduce the energy use by your heating and or air conditioning systems 10 12 AM In the Home screen the SETPOINT name is replaced by the name AUTO 148 uo of the Energy Event which is ENERGY EVENT by default ENERGY EVENT 260 MODE For each event your utility will specify when the event will start and end as well as either a desired temperature offset or duty cycle An offset is the number of degrees above in COOL mode or below in HEAT mode the current temperature setting programmed into the thermostat If the utility selects a desired duty cycle it will be shown as a percentage rather than the desired temperature The event can also end if your utility cancels it Page 28 Connecting Conservation with Comfort 5 Energate Voluntary and Mandatory Energy Events An Energy Event can be voluntary or mandatory In the case of a Voluntary Energy Event you may accept the modifications suggested by your utility or you can either Override the event or Opt Out of it The Overriding of a voluntary Energy Event can be done while starting a Temporary Hold after the event has started as will be explained in the next section You can also Opt Out from Voluntary Energy Events by selecting the Energy Options menu from the Main menu and then selecting Opt Out If you change your mind you can Opt In by selecting Opt In from the Energy Options menu Note that once you select to Opt Out
15. TEMPORARY as the Type of Hold as it is explained further in the section describing the HOLD screen To CANCEL a Temporary Hold press any of the SCROLL buttons to return to this screen Press the RIGHT TAB to cancel the HOLD or LEFT TAB to accept it continue the hold and return to the normal Home screen Page 15 Connecting Conservation with Comfort 2 Energate Heating and Cooling Modes The thermostat is pre set for heating operation HEAT but as explained when describing the HOME SCREEN you can manually by pressing the LEFT TAB change the thermostat mode between AUTO HEAT COOL OFF and EMERG The available options for the thermostat mode will depend on the type of heating or cooling equipment at your home AUTO The thermostat automatically selects heating or cooling based on the indoor temperature HEAT The thermostat controls only the heating system COOL The thermostat controls only the cooling system OFF Heating and cooling systems are off EMERG This setting only applies to heat pumps with auxiliary heat The thermostat only controls the Emergency Auxiliary heat leaving the heat pump s compressor locked out Use this setting only when you suspect the heat pump is out of service or the outdoor conditions may lead to an inefficient operation of the heat pump Fan Modes You can manually change the fan mode between AUTO and ON by pressing the RIGHT TAB AUTO The fan runs only when the heating cooling or emergenc
16. USER OPTIONS menu Press EDIT NAME and enter the name and contact information using the MENU SELECT button to navigate to each letter position and the SCROLL buttons to change each letter After pressing SAVE CHANGES scroll to the next line if you need to enter additional information then follow the procedure just described EDIT HAME Power Outages In the event of a power failure the thermostat will retain information for proper operation of the heating and cooling equipment as well as maintaining the time It will not display information on the display screen during the power outage Once the power is restored the thermostat will continue operation maintaining all previously stored settings Page 39 Connecting Conservation with Comfort 5 Energate INSTALLATION AND MAINTENANCE Mounting the Thermostat Install the thermostat at 5 feet 1 5m above the floor in an area with good air circulation at average temperature Avoid locations with drafts or dead spots behind doors hot or cold air ducts sunlight or radiant heat from appliances concealed pipes or chimneys and unconditioned areas such as outside walls behind the thermostat The 2 wallplate anchors should be spaced 3 5 inches 90 mm apart in a vertical direction Pull wires through the backplate and connect to the appropriate terminals as defined in the Wiring Configuration Mounting the Outdoor Sensor The outdoor sensor should be mounted in a shaded location out of dir
17. ease go to http www epa gov epawaste wyl stateprograms htm The battery in the thermostat may contain perchlorate material special handling may apply For more information go to www dtsc ca gov hazardouswaste perchlorate Page 42 Connecting Conservation with Comfort 3 Energate Wiring Configuration The thermostat should be wired by a licensed technician familiar with HVAC installation Common GND Qu O Power 24VAC ENERGATE PIONEER Outdoor Sensor 1st Stage Heat Apps E P annes Sensor Ground Fan g Ies MEC A i Filter 1st Stage Cool a to Qlrscno so e e o D t 2nd Stage Cool 5 QJrurer rien pum en 12 2nd Stage Heat 7 o w o n 14 MD000339 C Common GND 4 8 Heat Pump Fault Power 24VAC 2 9 Outdoor Sensor Auxiliary Heat M Sensor Ground Fan B 42 Filter 1st Stage Heat Pump 6 13 2nd Stage Heat Pump Hn n Changeover Valve CL E Page 43 Connecting Conservation with Comfort Energate Setup Menu Options WARNING Changing settings in the SETUP can damage the HVAC system and should only be done by a qualified HVAC technician Password Two levels of password protection are programmed in the thermostat USER and INSTALLER Both password levels will timeout after 20 minutes of the last button press and force you to re enter a passwo
18. ect sunlight The thermostat will automatically detect the outdoor sensor and display its readings Cleaning the Thermostat The thermostat can be cleaned with a soft cloth lightly dampened with isopropyl alcohol IPA Excessive IPA or use of other solvents may damage the LCD Page 40 Connecting Conservation with Comfort gt Energate Removing 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 do not use metallic tools when removing battery or backplate this may damage the thermostat Page 41 Connecting Conservation with Comfort Energate Replacing the Battery A LOW BATTERY WARNING will appear when the battery falls below 10 of its rated capacity This procedure does not lose the thermostat settings however time settings will require re programming if communications are not restored Replace with a CR 2032 battery Many government agencies promote and have battery recycling programs Contact your local jurisdictional government agency regarding available recycling programs In order to find if there is a suitable recycling facility near your location please go to http earth911 com hazardous single use batteries lithium manganese batteries In order to be informed about the local regulations for disposing the used battery as a waste pl
19. er or cooler without affecting the pre set programming The thermostat will remain at the Temporary Hold temperature until the next scheduled SETPOINT 10 04 AM HEAT 748 8 AUTO AUTO 74 9 AUTO AUTO 748 3 AUTO ADJUST HEAT as Page 14 From the Home screen press either of the SCROLL buttons to adjust either the HEAT if the current operating mode is HEAT or the COOL if the current operating mode is COOL of the active target SETPOINT shown below the room temperature with two arrows beside it To accept the adjusted SETPOINT press the LEFT TAB To cancel press the RIGHT TAB Note that even if you don t press the ACCEPT tab the Temporary Hold will take effect when the screen goes on idle i e the screen backlight diminishes to low When the thermostat mode setting is AUTO pressing the MENU SELECT button will switch between the HEAT and COOL SETPOINTS i e the screen will show ADJUST HEAT or ADJUST COOL respectively The LEFT TAB accepts the Temporary Hold settings and the RIGHT TAB cancels them 10 06 AM AUTO TAs uo TEMFORARY colo ar 10 06 AM D AUTO 745 AUTO ADJUST COOL sm 30607 armen Connecting Conservation with Comfort 5 Energate Temporary Hold continued Yull Once the Temporary Hold is in effect the SETPOINT name will be replaced by TEMPORARY Note that a Temporary Hold can also be set by scrolling to the HOLD menu item at the Main Menu and selecting
20. irmware CONFIG ID Radio Module Customer Configuration File Identification Number and Version Both are numbers from 0 to 255 separated by a dot When no Customer Configuration File has been programmed the Value shown will be NOT AVAILABLE In this case the standard Energate default values will be used Connecting Conservation with Comfort 2 Energate ZigBee Link Info Screen The Link Info screen is also read only and it is available through the Setup menu The Installer password must be entered to access the screen The ZIGBEE LINK INFO screen provides the following information The ZIGBEE Link Icon as described in the Title Bar section of this manual RSSI Received Signal Strength Indicator which is the signal applied at radio receiver input expressed in dBm The values range is from 30 very strong signal to 90 weak signal Values outside that range should only be used as a relative approximate indication LQI Link Quality Indicator A relative indication of the quality of the digitally decoded received signal from 0 to 255 A higher number indicates a higher digital link quality lower packet error ratio CH Channel The radio channel used Page 51 Connecting Conservation with Comfort 5 Energate ZIGBEE Link Info Screen continued e STATUS The label inside the box describes the status of the communication link Possible labels are SEARCHING FOR RADIO SEARCHING FOR NETWORK JOINING NETWORK SEARCHING FOR
21. levision reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures e Reorient or relocate the receiving antenna e Increase the separation between the equipment and receiver e Connect the equipment into an outlet on a circuit different from that to which the receiver is connected e Consult the dealer or an experienced radio TV technician for help Page 60 All Rights Reserved US Patent No 7 737 762
22. m the factory with an initial security key that allows the thermostat to set an initial temporary connection with the utility This connection is used so that the thermostat and the utility can set a permanent secured connection that replaces the initial security key If this permanent secured connection fails it may become necessary for both the thermostat and the utility to start again from the initial security key to set a new permanent connection The SECURITY KEYS RESET operation is performed locally at the thermostat after entering the Installer Password This operation resets the link status to factory defaults by clearing the pre shared link key causing a join operation to be activated Page 56 Connecting Conservation with Comfort 2 Energate Conventional System Test This procedure allows the installer to bypass delays associated with the minimum on off times OUTPUT TESTED PROCEDURE EXPECTED RESULT Fan 1 stage cooling 2 stage cooling 15 stage heating 2 stage heating Mode OFF Fan change from AUTO to ON Mode COOL Lower the setpoint by at least 3 F 2 C from room temperature and press ACCEPT to engage HOLD Remain in COOL mode lower setpoint by at least one degree F or C and press ACCEPT again Change mode to HEAT rise the setpoint by at least 3 F 2 C above room temperature and press ACCEPT Remain in HEAT mode raise setpoint by at least one degree F or C
23. nce Points to operate Page 47 Control Options Connecting Conservation with Comfort gt Energate You must enter an Installer Password to access the CONTROL menu from the Main Menu The following settings can be changed DEFAULT OPTION CHANGE murem 0 6 F HYSTERESIS ZO 0 3 C Defines the number of degrees the temperature must go beyond a setpoint prior to changing from HEAT to COOL mode or vice versa in AUTO mode ANTICIPATION TIME 60 MIN 0 180 MIN The time limit the thermostat is allowed to engage the equipment to reach a desired temperature The algorithm determines the time required to reach the temperature and engages the equipment prior to the next Scheduled Setpoint in order to reach the desired temperature at the appropriate time The temperature may not be reached if the ANTICIPATION TIME is less than the time required to heat or cool to the desired temperature MAX RECOVERY TIME 90 MIN 0 180 MIN The maximum time the thermostat allows the equipment to reach a desired temperature in 1 stage heating or cooling If the thermostat determines that the desired temperature will not be reached it will engage the second or further stage of heating or cooling Page 48 Connecting Conservation with Comfort X Energate Device Info Screen The Device Info screen is a read only screen that is available through the Setup menu The Installer password must be entered to access
24. ned in the section called Setting the Date and Time Page 37 Connecting Conservation with Comfort gt Energate Temperature Units and Calibration The display can be set to display Fahrenheit F or Celsius C scales Also if you measure the temperature yourself and believe the thermostat s displayed temperature is off slightly you can easily calibrate the thermostat s display by up to 5 4 F 3 C by following these steps TEMPERATURE From the USER OPTIONS menu select TEMPERATURE m UHITE FAHRENHEIT F Change the UNITS by pressing MENU SELECT on the UNITS CALIERATION line then SCROLL between FAHRENHEIT F and CELSIUS THERMOSTAT 76 8 OFFSET 0 0 C To calibrate the thermostat select the OFFSET line Press MENU SELECT then SCROLL to change the offset Press SAVE CHANGES to accept the new settings then press EXIT to return to the USER OPTIONS menu SAVE CHANGES CANCEL Languages The thermostat can be set to English or Spanish through the LANGUAGE screen LANGUFIGE To change from ENGLISH to SPANISH SCROLL to the ESPANOL choice underlined Press SAVE CHANGES to save SAVE CHANGES Page 38 Connecting Conservation with Comfort gt Energate Service Information Information regarding your service contractor can be programmed into the thermostat for future reference from the SERVICE screen which can be accessed through the USER OPTIONS menu SERVICE Choose SERVICE from the
25. ngs By choosing the Balanced Level price increases and temperature adjustments strike a balance between comfort and savings Connecting Conservation with Comfort 2 Energate Conservation Screen continued COMSERVATION COMFORT PREFER SAVINGS OVER COMFORT 64 BALANCED SAVINGS OE O COMSERVATION COMFORT SALVINGS HOST IMFORTRHT RESPONDS To ALL PRICE IHCRERSES SAVINGS ok 4EALAHCED The Savings Comfort Level places a higher value on savings over comfort such that the temperature adjustments are greater for a given price increase Maximum Savings means that your thermostat will change the temperature in the direction of maximum energy savings every time there is an increase in the price of energy Page 33 Connecting Conservation with Comfort j Energate Indicators of Energy Events and Savings The Thermostat has four Light Emitting Diodes LEDs located on the center portion of the case below the LCD screen These four LEDs are in order from left to right BLUE YELLOW ORANGE and RED BLUE This LED will light up when an energy event or a price conservation event is in progress YELLOW As the price of energy increases one of the YELLOW ORANGE or RED LEDs will ORANGE light up The RED LED is used when the price is very high RED Note that you will see one or a maximum of two lights on at the same time i e BLUE and one of the YELLOW ORANGE o
26. nter In the spring when temperatures rise again the thermostat will change back to COOL mode The SETPOINTs HEAT and COOL temperatures can be changed either from the Quick Schedule screen or from the menu item SETPOINTS selected from the ADVANCED SCHEDULE menu as explained below Quick Schedule The QUICK SCHEDULE screen allows you to quickly modify the temperatures and starting times of the SETPOINTS You can get into TIME HEAT cooL this screen from the Main Menu Use the MENU SELECT button to select the starting time or HEAT or COOL temperature that you wish to change and use the SCROLL buttons to obtain the desired value Press the LEFT TAB that will show SAVE CHANGES and then continue with the NEXT DAY shown now on the LEFT TAB HEST DAY Page 18 Advanced Schedule The Advanced Schedule menu is reached by selecting the menu item ADV SCHEDULE on the Main Menu QUICK SCHEDULE HOLD EMERG OPTION SETPOINTS SCHEDULE Connecting Conservation with Comfort Energate By pressing the MENU SELECT button takes you to the ADVANCED SCHEDULE menu where you can choose one of three menu items SCHEDULE TYPE SETPOINTS and SCHEDULE Page 19 Connecting Conservation with Comfort Energate Schedule Type The SCHEDULE TYPE screen allows you to choose among three different weekly schedule types These are 5 2 DAYS Mon Fri schedule is the same Sat amp Sun schedule is the same 7 DAYS Eve
27. o stage heat pump systems Only with Heat Pump systems equipped with an Auxiliary Heater Page 58 Connecting Conservation with Comfort 5 Energate Product Conformity This equipment is RoHS compliant This equipment if installed in strict accordance with the manufacturer s instructions complies with the limits pursuant to Part 15 of FCC rules Operation is subject to the following two conditions 1 This device may not cause harmful interference 2 This device must accept any interference including interference that may cause undesired operation Contains Radio Module FCC ID WUR RM30 Industry Canada 8022A RM30 Caution You are cautioned that any changes or modifications not expressly approved by Energate Inc could void your authority to operate this equipment Page 59 Connecting Conservation with Comfort 2 Energate Note This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to part 15 of the FCC Rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or te
28. r RED lights Page 34 Utility Text Messages Connecting Conservation with Comfort 2 Energate Your utility may send text messages to your thermostat to provide information For example they might inform you of upcoming events UTILITY MESSAGE Fi MANDAT RY ENERGY EVENT Ix FCHEDULED FOR TODAY FROM 1 00 FM TO 2 00 FH ACKMOWLEDGE QUICK SCHEDULE HOLD EHERGY OPTION USER OPTIONS REQUEST RETRANSMISSIOH OF LAST MESSAGE FROM THE UTILITY 7 A text message sent from your utility will be displayed when the thermostat is on the home screen It will remain displayed until you acknowledge the message until the message expires or until your utility cancels the message To view the last message transmitted by your utility SCROLL down in the main menu to GET LAST MESSAGE Press MENU SELECT Press OK to confirm that you do wish to retrieve the last message or press CANCEL to return to the Home screen If you confirm that you wish to retrieve the last message a request will be sent to your utility which will send the last text message if applicable Page 35 User Options Connecting Conservation with Comfort J Energate The USER OPTIONS menu allows you to set up the configurations of the price display date and time temperature and language It also allows you to remind yourself when you have to change the filter of your equipment and also to save service information that you may need in future
29. rd The default INSTALLER password is INST The INSTALLER password limits access to critical thermostat settings which include Password Equipment Settings e Setpoint Range Control Equipment Type Reset The passwords can be changed in the PASSWORD menu SCROLL to change either USER or INSTALLER password SCROLL through the letters to change the password or use the blank letter to set the password to a blank Page 44 Connecting Conservation with Comfort 2 Energate Setpoint Range The SETPOINT RANGE sub menu defines the Maximum and Minimum temperatures allowed in the HEAT and COOL modes Adjusting these temperatures limits the temperature ranges allowed when setting SETPOINT temperatures Equipment Type WARNING The thermostat must be configured correctly to match the equipment type The number of cooling and heating stages must be defined in the Conventional or Heat Pump setting EQUIPMENT TYPE DEFAULT OPTION CONVENTIONAL OF COOL STAGES 1 0 2 OF HEAT STAGES 1 0 2 HEAT PUMP OF COOL STAGES 1 1 2 OF HEAT STAGES 1 1 3 REV VALVE ON IN COOL ON IN HEAT For Heat Pumps defining one more heat stage than cool stage s indicates that Emergency Heat Auxiliary Heat is installed Page 45 Connecting Conservation with Comfort 5 Energate Equipment Settings Conventional Systems You must enter an Installer Password to access the EQUIPMENT SETTINGS from the Main Menu The following settings can
30. rig the ThermoOStatl EE E E A E E E E E E 40 Mounting the Outdoor Sensor ctt tere aar 40 Cleaning the Thermostat inisieer aisi isie Hos arte alv a d E En da ere e TREE Eg 40 Removing Thermostat Front Housing from Backplate seseneeeee 41 Replacing the Battery siera nie tee e riii ee E EE EE EE ER RE EE Re 42 Wiring Configu ration opm eet em tete eme eaten 43 Page 5 Connecting Conservation with Comfort Energate Setup Menu Optlons eroe Eee e vertere ente rea ater e TE rere ede eee PU TENE EAE ONERE de 44 Password 44 Setpoint Range 45 Equipment Type 45 Equipment Settings 46 Conventional Systems Heat Pump Systems Control Options 48 Device Info Screen 49 ZigBee Link Info Screen 51 Reset Screen 53 Thermostat Reset 54 User Configuration Resets onenei nennen nnne kaka a 56 Security Keys Resel seco ue ete cde a ie ee id a ER nl dee ea STR RAD acces 56 Conventional System TeSt sireni rinie e E ee A E daa 57 Heat Pump System TGSl epe ntn R 58 Product onifonmity AAEE AE E E E E E A E E AE 59 CAUTION iinei iii a a a a i 59 NTON te EM 60 Page 6 Connecting Conservation with Comfort 5 Energate OPERATING THE THERMOSTAT Navigating the Controls I DISPLAY SCREEN 750 w HEAT 3 62 LEFT TAB button 1 RIGHT TAB button _ 7 MENU SELECT button SCROLLS
31. ry day of the week has an individual schedule 5 414 DAYS Mon Fri schedule is the same Sat has an individual schedule and Sun has an individual schedule pene a By pressing the MENU SELECT button while in the ADV SCHEDULE Sve DAYS SCHEDULE menu you get access to the Schedule Type screen Use the SCROLL buttons to change the weekly schedule type Press the LEFT TAB to SAVE CHANGES Page 20 Connecting Conservation with Comfort 2 Energate Setpoints The SETPOINTS screen shows on the left the list of names of the different SETPOINTS programmed in your thermostat and on the right the corresponding heating in winter and cooling in summer target temperatures SETPOINT To change the HEAT and COOL temperature settings SCROLL to the SETPOINT you want to change and press the MENU SELECT button SCROLL to change the temperature or press again the MENU SELECT button to move between the HEAT and COOL UHOCCUFIED j settings As soon as you start changing a temperature the LEFT EDIT HAME H TAB will show SAVE CHANGES Press this TAB if you want to save them or cancel them by pressing the R GHT TAB CANCEL You can also modify the name of the SETPOINTS by scrolling to the SETPOINT you want to change and pressing EDIT NAME You can change one letter at a time by SCROLLING through the alphabet until you get to the desired letter then pressing MENU SELECT to move to the next letter of the name Once done press SAVE CHANG
32. stat is anticipating the HVAC equipment control to the next SETPOINT value which is a lower temperature than the displayed value Connecting Conservation with Comfort Energate HELP button The thermostat s HELP button provides you with information on how to navigate through the individual menu screens It will help you to quickly change settings without having to refer to this user manual however it does not replace this manual so please keep this manual for future reference Title Bar The left hand side of the Title Bar displays an icon showing the communications link status and highest signal quality 5 bars When the communications link is on the network periodically updates the date and time in your thermostat If the communications link is off you need to set the current date and time as explained in Setting the Date amp Time section page 26 The Title Bar also displays the current electricity rate if your utility company provides price information over the communication link The price is displayed either in value KWH default or by the price tier name This is assigned by your utility to different rates e g normal low medium high critical peak By pressing the MENU SELECT button and selecting the USER OPTIONS menu item in the MAIN MENU and then selecting PRICE DISPLAY you can choose which of the two ways the current price is displayed Page 11 Default Schedule Connecting Conservation with Comfort
33. t Energate Hold Screen Permanent Timed and Temporary Holds continued Timed Hold Once you choose the TIMED hold you can change the date and time until it will be effective by pressing the MENU SELECT button The date and or time will be respectively underlined and you will be coo seTFoINT able to change them by using the SCROLL buttons As in the case of LL Hen the Permanent Hold you can change the HEAT and or COOL EE EE temperatures by pressing the MENU SELECT key and then the SCROLL buttons to increase or decrease the temperatures E 00 AM JAH Od EOOD You can also change the SETPOINT name from HOLD to another one by pressing again the MENU SELECT key and then scrolling though the different SETPOINT names The Heat and Cool temperatures will change accordingly Only the HOLD SETPOINT allows the temperatures to be independently set Press SAVE CHANGES to accept the new settings and initiate the Hold To cancel the Hold return to the HOLD screen and press CANCEL HOLD The type of hold will show NONE underlined Page 24 Connecting Conservation with Comfort gt Energate Hold Screen Permanent Timed and Temporary Holds continued HOLD TYPE TEMPORARY UNTIL 7 45 AM JAN Od Eno HEAT cool SETPOINT reor reo HOLD SAVE CHANGES CANCEL Temporary Hold The Temporary Hold is set to override the thermostat schedule temporarily but it will be cancelled by the next scheduled SET
34. t and no savings to maximum savings and minimum comfort Please note that not all utilities provide price information over the communications link so this screen may not be activated for your program To use the Conservation Screen you need to access the Main Menu and then press the MENU SELECT button when the cursor is on the COMFORT menu item This takes you to the Conservation Screen where you can see the following COMSERVATION COMFORT COMFORT MOST IMF ORTAHT IGHORES FRICE 4ERLRHCED INCREASES SAVINGS ok O COHSERVATION COMFORT FREFER COMFORT OVER Pd 4ERLRHCED znLlIHGs SAVINGS OE O COMSERVATION COMFORT BALANCES COMFORT AHD SAVING IH RESPONSE TO ENERGY PRICES m4 BALANCED SAVINGE OE O Page 32 Once on the Conservation Screen you can choose the level of Comfort by pressing the arrow SCROLL buttons If you choose the Maximum Comfort as shown at the left your program settings will not be affected by an increase in price i e you are prepared to pay the increased rates to maintain your desired comfort level By continuing to press the arrow buttons you can also choose Comfort as it is shown on the left In this setting the thermostat adjusts the temperature settings such that there is little or no adjustments when the price goes up by a small amount but when rates go higher so do the adjustments however this setting favors comfort over savi
35. the screen This screen provides the following information for the Thermostat OS NUMBER this is a number that identifies the name and version of the Thermostat Firmware Operating Software HARDWARE the Thermostat Hardware version Major and Minor separated by a dot Both are numbers from 0 to 255 SOFTWARE the Thermostat Firmware Version Major Minor Build and Branch as numbers from 0 to 254 each separated by dots TIMESTAMP the build date and time of the thermostat firmware BOOT LOADER the version build and CRC of the thermostat boot loader firmware CONFIG ID Customer Configuration File Identification Number and Version Both are numbers from 0 to 255 separated by a dot When no Customer Configuration File has been programmed the Value shown will be NOT AVAILABLE In this case the standard Energate default values will be used Page 49 Connecting Conservation with Comfort 5 Energate Device Info Screen continued The Device Info Screen also provides this information for the ZigBee Radio Module Page 50 OS NUMBER this is a number that identifies the name and version of the Radio Module Firmware Operating Software HARDWARE Radio Module Hardware Major and Minor version both from 0 to 255 separated by a dot SOFTWARE the Radio Module Firmware version Major Minor Build and Branch as numbers from 0 to 254 each separated by dots BOOT LOADER the version build and CRC of the Radio Module boot loader f
36. tings HEAT COOL WAKE 70 0 F 78 0 F LEAVE 62 0 F 85 0 F RETURN 70 0 F 78 0 F SETPOINTS SLEEP 62 0 F 82 0 F UNOCCUPIED 62 0 F 85 0 F OCCUPIED 70 0 F 78 0 F SETPOINT 7 62 0 F 85 0 F HOLD 70 0 F 78 0 F SCHEDULE Energy Efficient Residential Schedule explained previously in Default Schedule section COMFORT SETTING BALANCED ENERGY EVENTS OPT IN ENERGY OPTIONS PRICE DISPLAY COST KWH ADJUST DATE TIME JAN 1 2000 12 00 AM TIME CLOCK FORMAT 12H LANGUAGE ENGLISH USER OPTIONS CHANGE FILTER REMINDER 0 MONTH S Page 54 Thermostat Reset continued Connecting Conservation with Comfort gt Energate TEMPERATURE UNITS FAHRENHEIT F USER 1234 OFF PASSWORD INSTALLER INST MAX MIN SETPOINT RANGE HEAT 91 0 F 32 8 C 54 0 F 12 2 C COOL 93 0 F 33 9 C 56 0 F 13 3 C OF COOL STAGES 1 EQUIPMENT TYPE CONVENTIONAL eee ce k MIN ON OFF TIME 3 MIN EQUIPMENT SETTINGS PANON IN HEAT VES CHANGE HYSTERESIS ZF CONTROL ANTICIPATION 60 MINUTES MAX RECOVERY TIME 90 MINUTES OPERATING HEAT MODE FAN AUTO Page 55 Connecting Conservation with Comfort 3 Energate User Configuration Reset The USER CONFIGURATION RESET will only restore the following settings to the factory default values listed in the previous Thermostat Reset section e SETPOINTS e CLOCK FORMAT SCHEDULE e LANGUAGE e COMFORT SETTING e TEMPERATURE UNITS Security Keys Reset The thermostat ships fro
37. utton to enter the TIME screen Page 26 Connecting Conservation with Comfort 5 Energate Setting the Date amp Time continued TIHE THURSDAY F CLOCK FORMAT MAR 3 2011 10 11 AM THURSDAY CLOCK FORMAT MAR 3 2011 F 10 12 AM The TIME screen will appear as shown at the left To change between 12 and 24 hour clock formats scroll to the CLOCK FORMAT menu item Press MENU SELECT The setting will be underlined You can change the format using the SCROLL buttons and then pressing SAVE CHANGES to accept the change To adjust the date and time use the SCROLL buttons to point to the month which is underlined to change it use the SCROLL buttons then press the LEFT TAB SAVE CHANGES Press MENU SELECT to move between fields Use the SCROLL buttons to change the value of the underlined field Press MENU SELECT to move between hour and minute adjustment Press SAVE CHANGES to accept the new settings To return to the USER OPTIONS menu press the RIGHT TAB EXIT Page 27 Connecting Conservation with Comfort gt Energate Energy Price Events Energy Price Events are specific time intervals when your utility institutes higher energy prices or when your utility needs to reduce the load on the electricity grid These events are referred to as Energy Events Price Conservation Events Energy Event During an Energy Event your utility sends a signal to the thermostat to indicate that the target SET
38. y systems are on As described in detail in the Installation section of this manual for conventional systems under EQUIPMENT SETTINGS with FAN ON IN HEAT set to NO the fan is not controlled by the thermostat but by the furnace ON The fan runs continuously Page 16 Main Menu QUICK SCHEDULE HOLD ENERGY OPTION USER OPTIONS ADL SCHEDULE Yull 0 0 1KLWH 10 07 AM HAIH MENU COHSERVATION QUICK SCHEDULE HOLD ENERGY OPTIONS USER OPTIONS ADV SCHEDULE Connecting Conservation with Comfort 2 Energate From the Home Screen pressing the MENU SELECT button once if the screen is active or twice if it is in the idle mode the MAIN MENU appears as it is shown on the left Using the SCROLL buttons you can scroll to the desired menu item as shown in the two screen shots on the left Press the MENU SELECT button to select the desired menu item Page 17 Connecting Conservation with Comfort 3 Energate Temperature Settings A SETPOINT is identified by a NAME and specifies heating and cooling target temperatures Example If the SETPOINT is set to WAKE with COOL temperature of 78 F and HEAT temperature of 70 F a thermostat operating in AUTO mode will keep your dwelling s temperature at the predefined HEAT or COOL temperature In the summer the thermostat will COOL your dwelling down to 78 F In the fall the thermostat will engage the HEAT mode heating your dwelling up to 70 F throughout the wi
39. ys FAN LEAVE hun t62 0 t MODE Pressing the LEFT TAB button changes the thermostat mode COOL HEAT AUTO EMERG OFF The available options for the thermostat mode will depend on the type of heating or cooling equipment at your home Pressing the RIGHT TAB button changes the fan mode ON AUTO Pressing the SCROLL A V buttons makes the temperatures of the SETPOINTs higher warmer or lower cooler You can accept the changes by pressing the LEFT TAB which will be displaying ACCEPT or you can walk away after making the changes They will be automatically accepted when the screen goes to the Idle mode i e the backlight diminishes to low To see the different menu items displayed the MENU SELECT v button needs to be pressed once when the screen is active or twice when it is in the Idle mode Page 9 Connecting Conservation with Comfort Energate Heat Cool Fan Icons Icon ate aus Qe E 3 Description Heat mode animated when engaged Cool mode animated when engaged Auxiliary heat on animated More than one heat stage engaged animated More than one cool stage engaged animated Fan animated when engaged Setpoint Value Display Tio bz t 82 1 Page 10 The thermostat is controlling the HVAC equipment to the displayed temperature The thermostat is anticipating the HVAC equipment control to the next SETPOINT value which is a higher temperature than the displayed value The thermo
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