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SMART Thermostat Installation Manual
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1. MISE wos QE c OB W2 AUX Se R H E e QE H OE Humidifier Aux Heat ACCI OK peed 24V BE stage2 ACCIr OK c K Gn acc2 E t naan ACC2r OK lumidastat Dehumidifier Fs Se Kae BE Dual Stage Furnace with Dehumidifier and Two Stage Heat Pump Fan Coil Equipment Interface Fan Coil Air Conditioner BE y Og 24V E ease Ss wos H E W2 AUX g rr Sa al Z SE Zz Ki PSE oiler RIC Se m ric ES Ke 9E coor a DE H xal SE acctr OK accir OHK acc2 E lt E aces OI acc3r EI OK ACC3r Air Conditioner Dual Stage Cooling with Boiler Single Stage Cooling with Boiler eoe eo o indicates a jumper Non powered accessories require a jumper F Remove factory installed jumper 13 Installing The Smart Thermostat from RH RC to ACC1 ACC2 ACC3 for a 24V feed Installing The Smart Thermostat 14 Installing the Smart Thermostat The ideal location for the Smart Thermostat is approximately five feet 1 5m above floor level in the main living area Do not install the Smart Thermostat e Close to sources of heat such as incandescent lights or heating cooling registers e Indirect sunlight e Onexterior non insulated or poorly insulated walls e Inthe kitchen or other areas of potentially high heat and or humidity e Inan area that could restrict air flow To Install the Smart Thermostat 1 Remove the front c
2. Low Battery Furnace Air Filter Ventilator Filter UV Lamp Humidifier Filter Comms fault Low Temp Alert High Temp Alert Low Humidity Alert High Humidity Alert Heat Not Responding Cool Not Responding Input 1 Input 2 Maintenance Reminder Auxiliary Heat Run Time Auxiliary Outdoor Temperature The battery in your Thermostat will need to be changed soon Your furnace filter needs to be cleaned changed Your ventilator filter needs to be cleaned changed Your UV lamp needs to be changed Your humidifier pad needs to be cleaned changed There is no communication between the Thermostat and the Equipment Interface module The temperature in the home is too low The temperature in the home is too high The humidity in the home is too low The Humidity in the home is too high The system has failed to heat the home The system has failed to cool the home Used if this input is programmed to generate an alert Used if this input is programmed to generate an alert You are due for regular maintenance Your auxiliary heat source is running too often Your auxiliary heat source is running at higher than expected outdoor temperatures Configuring The Smart Thermostat 32 31 Warranty 3 Year Limited Warranty ecobee warrants that for a period of three 3 years from the date of purchase by the consumer Customer the ecobee Smart Thermostat excluding battery
3. OH c 9K lt OHB c OB w2aux OH w QE w2aux E Cc rH OH fos R OK Humidifier rH OHI poi wc OE ZIRE we QE Qe 24V Hi Qe Humidifier OHK Hum K IE aS c JO bg 3rd Stage acc OB A HRV AESI 24V H Heat accir OEK accir QE SE 2nd Stage ACC OH m Compa on Eg p HRY Cool acczx QE acc OK Humidifier acc3 E Humidifier pice Rg 24V K acc3r OH rL c RE Three Stage Heat Two Stage Cool with One Accessory Dual Stage Heat Cool Single Stage Auxiliary Heat with Two Accessories Equipment Interface Fan Coil 1 Speed Heat Pump Equipment Interface Furnace Heat Pump Y SH Y SEd v1 OH o wor QE wor KEI wi AE yi s OEK c WE c OE w2 w2 aux OH w2 aux OH w2 QE y2 E rH OK rH OHK B ac E pens RE SH Hum z4 QE eg JBE acl OK OK Aux Heat acct OH 7 Raai acct QE t 24v Stage 2 accir SH Stage 2 acctr OK c ACC2 OE Humidifier ens ACC2 TOE SFPE ACC2r OH ACC2r DE 7 acc3 OHK c umidifier ASG Humidifier Acca QE say BE heme acc3r OH 24v C SOY Dual Stage Heat Cool Dual Stage Auxiliary Heat with One Accessory Single Stage Heat Cool Dual Stage Auxiliary Heat with Humidifer ter Ta ee eeo o indicates a jumper Non powered accessories require a jumper from RH RC to ACC1 ACC2 ACC3 for a 24V feed 11 Installing The Smart Thermostat Installing The Smart Thermostat 12 Equipment Interface Furnace Heat Pump
4. 2011 ecobee 333 Adelaide Street West 6th Floor Toronto Ontario M5V 1R5 Canada toll free 1 877 932 6233 www ecobee com IM STAT 203 R1 7 A w v ecobee MO SMART Thermostat Installation Manual CONTENTS Getting Started Welcome Technical Support Before You Begin HVAC System Compatibility Information FCC Compliance Statement Specifications Installing the ecobee Smart Thermostat Installing the Equipment Interface Wiring the Equipment Interface Wiring Diagrams Installing the Smart Thermostat Connecting the Smart Thermostat to the Equipment Interface Connecting Power Equipment Interface Status LED UBWWNN NY moon N 17 18 Navigating the Smart Thermostat Configuring the Installer Settings Configuring the Installer Settings Installation Wizard Equipment Thresholds Test Equipment Sensors Setting up the Remote Sensor Inputs View Wiring Diagram Contractor Info Reset Installation Settings Reset All Settings Performing a Hardware Reset Configuring the Reminder Alerts Alerts Warranty 19 20 20 20 20 24 27 27 27 28 28 29 29 29 29 30 31 GETTING STARTED Welcome Thank you for supporting ecobee the Smart Thermostat that provides your customers with freedom and flexibility in managing their home environment The ecobee Smart Thermostat has been designed in partnership with HVAC contractors to ensure the installation process is simple and efficient This
5. ECOBEE SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE OF ANY KIND INCLUDING ANY SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING DIRECTLY OR INDIRECTLY FROM ANY BREACH OF ANY WARRANTY EXPRESS OR IMPLIED OR ANY OTHER FAILURE OF THIS PRODUCT Some US states and Canadian provinces do not allow the exclusion or limitation of incidental or consequential damages so the above limitation or exclusion may not apply to you ecobee s responsibility for malfunctions and deffects in materials and workmanship is limited to repair and replacement as set forth in this warranty statement All express and implied warranties for the product including but not limited to any implied warranties and conditions of merchantability and fitness for a particular purpose are limited to the three year duration of this limited warranty No waaranties whether express or implied will apply after the limited warranty period has expired Some US states and Canadian provinces do not allow limitations on how long an implied warranty lasts so this limitation may not apply ecobee neither assumes responsibility for nor authorizes any other person purporting to act on its behalf to modify or to change this warranty nor to assume for it any other warranty or liability concerning this product This warranty gives you specific rights and you may also have other rights which vary from jurisdiction to jurisdiction If you have any questions regarding this warranty
6. equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instruction manual 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 television 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 Getting Started 4 5 Getting Started Reorient or relocate the receiving antenna e Increase the separation between the equipment and receiver e Connect the equipment to an outlet ona different circuit from the receiver e Consult the dealer or an experienced radio TV contractor for help Warning Changes or modifications not expressly approved by ecobee Inc could void the user s authority to operate the equipment To satisfy FCC IC RF exposure safety requirements a separation distance of 20 cm or more should be maintained between this device and persons To ensure compliance operation at closer than this distance is not allowed FCC ID WR9EBSTAT IC 7981A EBSTAT Specifications Temperature ranges Heat 45 79 F 7 26 C Cool 58 92 F 14 33 C Display 40 100 F 5 37 C Sensitivity 1 F 0 5 C Equipment Interface Operating 40 to 160 F 40 to 70 C
7. home Cool Differential Temp The minimum difference between the current temperature and the set temperature Cool Dissipation Time The amount of time the fan will run after the cool has been turned off Running the fan for a period of time allows for any cooled air left in the ducts to circulate throughout the home Advanced Settings This section will allow you to customize how long each stage will run before the next stage will turn on You may also program when a particular stage is turned on based on the temperature delta between the set temperature and the current temperature e NEW Reverse staging If this option is enabled the thermostat will cycle down from the higher stages so that as it approaches set point it will only be running in stage 1 The HVAC equipment will start in stage 1 As the stage 1 temperature delta is exceeded the second stage will engage Once the equipment has brought the current temperature back to within the Configuring The Smart Thermostat temperature delta stage 2 will disengage and stage 1 remain running until the set point is meet e Stage X Maximum Runtime The maximum amount of time X stage will run before engaging the next stage Options are Auto and 10 120 minutes e Stage X Temperature Delta The minimum difference between the current temperature and the set temperature that will activate this stage regardless if the maximum run time of the previous stage was reached Options are Auto an
8. mounting holes as shown below Installing The Smart Thermostat gt E l Mounting holes indicated with solid color 4 Move the back of the enclosure out of the way and make the holes where indicated in step 3 The mounting holes can accommodate a 6 pan head screw 5 Use drywall plugs or other screw anchors not included to ensure the Equipment Interface can be mounted securely 6 Fasten the backplate to the wall using the appropriate screws not included Wiring the Equipment Interface To wire the Equipment Interface 1 Disconnect the power to the heating and air conditioning equipment 2 Disconnect the wires going to the existing Thermostat 3 Using the wiring diagrams on pages 9 14 connect the heating or air conditioning equipment to the Equipment Interface 4 Do not apply power until you have installed and connected the Smart Thermostat see instructions on page 15 18 5 Do not install the front cover on the Equipment Interface at this point Installing The Smart Thermostat 8 Wiring Diagrams Below are the Equipment Interface Terminal Labels Please take note that there is a factory installed jumper between R H and R C 24 Vac IN2 IN2 IN1 IN1 12V O Power O System O Line O Communications Equipment Interface lt 2200 EEE W O B W2 AUX ES R C Furnace Air Conditioner
9. step by step Installation Manual will walk you through all aspects of the installation To ensure an on going service relationship with your customers please register all of your ecobee Smart Thermostats in your Contractor Portal The ecobee Team Technical support Our technical support team is available to answer your questions at 1 877 9 ecobee 1 877 932 6233 or via email at support ecobee com 3 ecobee ecobee Getting Started Before You Begin This product is intended to be installed by trained service professionals This manual explains the procedures for installing the ecobee Smart Thermostat Please read it carefully before beginning the installation For information on how to operate the ecobee Smart Thermostat please see the ecobee User s Manual The ecobee Smart Thermostat consists of two parts see images below 1 A Smart Thermostat to be mounted on the homeowner s wall 2 An Equipment Interface Module This should be mounted in the homeowner s utility room and connects to the heating cooling and ventilation equipment Caution Disconnect electric power to the system before installing this product Failure to do so could result in electric shock and or equipment damage All wiring must conform to your local electrical code Mercury Notice This product does not contain mercury If you are replacing a product that does contain mercury please contact your local waste management authori
10. the following address ecobee Customer Service 333 Adelaide Street West 6th FI Toronto ON M5V 1R5 Canada If the returned Product is found by ecobee to be defective and Customer is otherwise eligible to receive a replacement product no amount shall be charged to Customer s credit card or c ship the defective Product directly to ecobee in which case Customer shall contact ecobee directly at 1 877 9 ecobee so ecobee can make the required shipping arrangements Upon receipt of the defective Product ecobee will ship an equivalent replacement product to Customer provided the returned Product is found by ecobee to be defective and Customer is otherwise eligible to receive a replacement product This warranty does not cover removal or reinstallation costs and shall not apply if the damages were found to be caused by something other than defects in materials or workmanship including without limitation if the Product e was operated stored in abnormal use or maintenance conditions e is repaired modified or altered unless ecobee expressly e authorizes such repair modification or alteration in writing e was subject to abuse neglect electrical fault improper handling accident or acts of nature e was not installed by a licensed Heating Ventilating and Air Conditioning HVAC contractor or e was installed improperly ecobee s sole responsibility shall be to repair or replace the Product within the terms stated above
11. time between cycles This is adjustable from 240 900 Seconds e Min Outdoor Temp Allows you to set the minimum outside air temperature at which the compressor will be disabled This performs two functions You can set it to prevent the compressor from going on when the outdoor temperature is too low thus resulting in damage to the compressor You can also set this value to determine when you want the auxiliary heat if installed to engage to help meet the set temperature The temperature range is adjustable from 0 F 17 8 C 65 F 18 3 C or can be completely disabled You will need an internet connection for this feature to operate properly Allow Heat Pump Auxiliary Heat to Run Simultaneously If you select Yes and there is a source of auxiliary heat it will turn on in addition to the heat pump The heat pump will be energized for the first 30 minutes If after 30 minutes the set point has not been met the auxiliary heat will be energized to assist the heat pump in meeting the load If you select no the heat pump will be energized for up to 2 hours If after 2 hours the set point has not been met the Thermostat will shutdown the heat pump and energize the auxiliary heat to meet the set point This option should also be used for installation where the heat pump evaporator coil is downstream from the source of auxiliary heat Furnace Auxiliary Heat Allows you to enable and configure up to a 3 stage conventional heat so
12. T D D GND H12V ERAN Thermostat Wiring from Smart Thermostat to the Equipment Interface 2 Attach the front cover of the Smart Thermostat to the backplate Ensure the four pins on the circuit board mate with the terminal block on the backplate as shown below Replace the front cover ensuring the pins meet the terminals Installing The Smart Thermostat 16 17 Slide the battery under the contacts and push down firmly The Thermostat comes with a factory installed coin cell battery When replacing the battery ensure the side of the battery is facing out and the battery contacts remain in the upright position not bent underneath the battery The battery should snap in easily Connecting Power Once you ve completed the wiring of the Smart Thermostat and Equipment Interface you can apply power to the Equipment Interface and restore power to the heating and air conditioning equipment There are two methods of powering the Smart Thermostat You can power it directly from a 24VAC source capable of at least 3VA 24Vac RE O 24Vac 3VA min Hard wired 24 VAC option The second method requires the optional 120V to 12Vdc power adaptor Plug the power supply into a standard electrical outlet and plug the barrel connector into the Equipment Interface Plug the adaptor into the Equipment Interface Installing The Smart Thermostat Equipment Interface Status LED T
13. Thermostat Operating 32 to 130 F 0 to 55 C Humidity Range Humidify 20 to 50 R H Dehumidify 30 to 60 R H Display 0 90 R H Sensitivity 2 R H Operating 5 95 R H non condensing Dimensions Thermostat 5 5 W x 3 25 H x 1 D 139 5mm H x 82 5mm W x 25mm D Equipment Interface 4 6 W x 10 H x 1 3 D 118mm W x 254mm H x 32mm D Power AC Transformer 24 VAC 3VA Minimum not included Battery CR2032 3V lithium coin cell included Power Adaptor EB PS 01 120V 50 60Hz to 12V DC 1A not included Wiring Specifications Refer to this table to determine maximum wire lengths allowed Smart Thermostat to Equipment Interface 18 AWG 20 AWG 22 AWG 1250ft 380m 790ft 240m 500ft 150m Equipment Interface to heating air equipment 18 AWG 20 AWG 22 AWG 128ft 39m 80ft 24m 50ft 15m Terminal Description and Electrical Ratings Terminal Description Voltage Current max Vi 1st stage cooling 30V AC 3A W O B 1st stage heating 30V AC 3A or changeover G Fan 30V AC 3A W2 AUX 2nd stage heating 30V AC 3A or 1st auxiliary heat R H Heat transformer return 30V AC 3A R C Cool transformer return 30V AC 3A ACC1 1st accessory relay 30V AC 3A ACC1r 1st accessory relay return 30V AC 3A ACC2 2nd accessory relay 30V AC 3A ACC2r 2nd accessory relay return 30V AC 3A ACC3 3rd accessory relay 30V AC 3A ACC3r 3rd
14. accessory relay return 30V AC 3A IN1 Input 1 Dry contact only Dry contact only IN1 Input 1 Dry contact only Dry contact only IN2 Input 2 Dry contact only Dry contact only IN2 Input 2 Dry contact only Dry contact only 12v 12V DC power to Thermostat 8 14V DC 600mA GND GND to Thermostat D Data communication line s D Data communication line a Getting Started 6 7 INSTALLING THE SMART THERMOSTAT There are five steps to installing the ecobee Smart Thermostat Step 1 Install the Equipment Interface Step 2 Wire the Equipment Interface Step 3 Install the Smart Thermostat Step 4 Connect the Smart Thermostat to the Equipment Interface Step 5 Power up both devices Installing the Equipment Interface To install the Equipment Interface 1 In the homeowner s utility room or basement select a suitable location either on a wall or on the cold air return plenum Make sure the surface is relatively flat and if you are using a power adaptor make sure there is an electrical outlet within five feet of where you plan to mount the device 2 Remove the front cover of the Equipment Interface If necessary Insert a flat head screwdriver into one of the slots as shown below and gently twist the screwdriver K Insert a screwdriver into one of the two slots and twist gently 3 Place the back of the enclosure on the intended mounting surface and use it as a template to mark the location of the
15. bled in the Thresholds option menu Installation Wizard The Installation Wizard takes you step by step through a series of choices regarding the HVAC equipment intended to be connected to the Equipment Interface Simply answer the questions accordingly and press Next to advance to the next screen Once completed you will be shown a diagram of the wiring connections that reflects the choices made during the wizard process You can press Back to go back and make any changes Once you are satisfied with the setup press Done Equipment The equipment setting will allow you to manually configure the various devices that are connected to the Equipment Interface Heat Pump This section allows you to enable and configure up to a 2 stage heat pump If a second stage is required you must configure an Accessory relay to control that stage e Geothermal Ground Source Heat pump If you select Yes this tells the system a geothermal or ground source heat pump is being controlled This helps the Thermostat determine optimum performance and default settings If you select NO the system will optimize for an air to air heat pump e O B Energize on Cool If you choose Yes the reversing valve output O B terminal will activate when there is a call for cooling If you select No the relay will energize when there is call for heat Configuring The Smart Thermostat 20 21 e Min Cycle Off Time Enables you to configure the compressor off
16. d 1 10F e Comp to Aux Runtime The maximum amount of time this stage will run before engaging the next stage Options are Auto and 10 180 minutes e Comp to Aux Temp Delta The minimum difference between the current temperature and the set temperature that will activate this stage regardless if the maximum run time of the previous stage was reached Options are Auto and 1 10F e Cool Min On Time Sets the minimum equipment run time in cool mode e Heat Min On Time Sets the minimum equipment run time in heat mode Temp Correction This will allow you to program an offset between what temperature the Thermostat is measuring versus what is displayed If you find that the temperature where the Thermostat is located does not represent the room temperature this offset allows you to compensate for that difference Installer Code This option lets you enable or disable 3262 as the installer code Configuring The Smart Thermostat 26 27 Test Equipment This section allows you to manually turn on and off the various equipment connected to the Equipment Interface in order to test the wiring and connections If an optional Remote Sensor module is installed this section will display the actual value in ohms or volts being read by the module for each individual sensor Warning Compressor protection and minimum run time features are not enforced while in this mode In any of the screens within this section the equipment will
17. disabled This performs two functions You can set it to prevent the compressor from going on when the outdoor temperature is too low thus resulting in damage to the compressor You can also set this value to determine when you want the auxiliary heat if installed to engage to help meet the set temperature The temperature range is adjustable from 0 F 17 8 C 65 F 18 3 C or can be completely disabled You will need an internet connection for this feature to operate properly Configuring The Smart Thermostat 24 AC Overcool Max When using the AC to dehumidify the section allows you to program how many degrees below the current set point the Thermostat will run in order to reach the dehumidify set point Aux Heat Settings Max Outdoor Temperature Allows you to set the maximum outdoor temperature threshold Above this level the auxiliary heat will not be activated Instead the heat pump will maintain the set point Common Heat Cool Settings Heat Differential Temp The minimum difference between the current temperature and set temperature before the system calls for heat A smaller difference means a more comfortable environment whereas a larger difference is more economical Heat Dissipation Time The amount of time the fan will run after the heat set point has been reached and the call for heat has been turned off Running the fan for a period of time allows for any heated air left in the ducts to circulate throughout the
18. he Equipment Interface has four LEDs to display the status of the system If you ve wired the system correctly only the Power LED should be on Power O system O Line O Communication LED arrangement The LEDs operate as follows Power This LED monitors the power supply of the Equipment Interface LED ON Power is connected to the Equipment Interface and is within the appropriate voltage range LED OFF Power is disconnected or has dropped below 9V System This LED monitors the operation of the Equipment Interface LED ON There is a fault with the Equipment Interface LED OFF The equipment interface is operational Line This LED monitors the power supplied to the Smart Thermostat from the Equipment Interface LED ON The voltage at the 12V and GND terminal has dropped below 7V LED OFF Adequate power is being supplied to the Smart Thermostat Communication This LED monitors the communication between the Smart Thermostat and the Equipment Interface i e the D and D terminals LED ON The Equipment Interface and Smart Thermostat are not communicating with each other LED OFF The two devices are communicating properly Installing The Smart Thermostat 18 19 NAVIGATING THE SMART THERMOSTAT Once the Smart Thermostat and Equipment Interface are powered up and working correctly you can begin configuring the system The Smart Thermostat uses touch screen technology so it s easy to navigate j
19. ine the highest stage at which a minimum of 10 minutes of run time is required It will then automatically start the system at that stage ie if it calculates that it will take 15 minutes at stage 2 but only 7 minutes at stage 3 the system will immediately turn on stage 2 to meet the set point If the calculation indicates to start at stage 1 and it takes more than 10 minutes to reach the set point it will automatically engage stage 2 If stage 2 runs for more than 10 minute without reaching the set point it will activate stage 3 A minimum run time of 10 minutes is used to ensure that proper circulation throughout the system and that minimum cycle times are maintained For heat pumps with auxiliary heat the operation of the auxiliary heat will depend on the configuration of the Allow Heat Pump Auxiliary Heat to Run Simultaneously Accessory relays Accessory relays are generic relays that can be configured to control the following e Heat Stage 3 Select this option when the Thermostat is required to control a 3 stage conventional heating system Connect the third stage or W3 contact to this accessory relay Configuring The Smart Thermostat 22 23 e Auxiliary Heat Stage 2 Select this option when the Thermostat is required to control a heat pump system with 2 stages of Auxiliary heat Connect the second stage of the auxiliary heat to this relay e Compressor AC Stage 2 Select this option when the Thermostat is required to control e
20. intain to reduce short cycling of the equipment NEW Dehumidify in Heat Mode Allows you to control the dehumidification even when the system is in heat mode Configuring The Smart Thermostat NEW Dehumidifier Active Allow you to configure if the active stat of this relay is open or closed e Ventilator Activated when the user engages Ventilator Max from the Details screen The system fan will also turn on when Ventilator Max is engaged Thresholds This section will allow you to configure the various temperature or time thresholds associated with the heating and cooling equipment You must configure the required equipment first before setting the thresholds and only the application thresholds will be shown i e if no air conditioner is configured you will not see the options related to air conditioners Allow Auto Heat Cool Enable this option to allow the user to select auto change over as a system mode Heat Cool Min Delta The minimum difference between the heat mode set temperature and the cool mode set temperature when the system mode is in auto change over Compressor Settings Min Cycle Off Time Allows you to configure the compressor off time between cycles This ensures the compressor does not short cycle which could affect the operating life of the system This is adjustable from 240 900 seconds Min Outdoor Temp This section allows you to set the minimum outside air temperature at which the compressor will be
21. ither a 2 stage heat pump or a 2 stage air conditioner Connect the Y2 terminal of the system to this relay e Humidifier Select this option when the Thermostat is required to control a humidifier When this option is selected you will also be able to configure the following Humidify only while heating If Yes is chosen the system will activate this relay when the current humidity is below the humidity set point and there is a call for heat If No is chosen the system will activate this relay and the system fan when the current humidity is below the humidity set point This is designed to support steam type humidifiers Window Efficiency To optimize the frost control feature of this system the system needs to know the efficiency ratio of the windows within the area being controlled Options are Low Medium and High NEW Min Runtime Delta Determines how far from the set point the system will maintain to reduce short cycling of the equipment e Dehumidifier On a call for cool if the current humidity is above the set point this relay will be activated When this option is selected you will also be able to configure if you wish to enable the fan during the dehumidification cycle Choose yes if you are using the air conditioning system to dehumidify choose No if you are using a standalone dehumidification system that independently controls the system fan NEW Min Runtime Delta Determines how far from the set point the system will ma
22. luding your company logo will be automatically loaded onto them Configuring The Smart Thermostat 28 To configure reminder alerts 29 Reset Installation Settings Selecting this option will restore all the installation settings back to the factory default Any user setting not related to the equipment installed will remain unchanged Reset All Setting Selecting this option will reset the entire Smart Thermostat system back to the original factory default settings Performing a Hardware reset In rare circumstances static electricity or power surges may interrupt the operation of the Smart Thermostat or Equipment Interface forcing a hardware reset Resetting the Smart Thermostat You can reset the Smart Thermostat by pressing the hardware reset button located through an opening in the top left corner of the Thermostat as shown below Pressing the hardware reset button will not alter programming or configuration options A S Reset button indicated in solid colour Configuring reminder alerts The Reminders list displays the reminders and alerts described below Use the scroll bar at the right of the list to see all the settings HVAC Maintenance The Maintenance reminder generates an alert telling the homeowner that regularly scheduled maintenance om the list is required From the Home creen press More Press Settings and ect R Reminders and This alert along with your contact infor
23. mation if you programmed the information into the system will be displayed on the touch screen If the homeowner enrolls with www ecobee com this reminder will be emailed to them and will also appear in their web portal Configuring The Smart Thermostat Select this item to turn the reminder on or off to show the date of the last service and to set a reminder interval between 1 and 12 months Furnace Filter The Furnace Air Filter reminder generates an alert for cleaning or changing the furnace air filter Select this item to turn the reminder on or off and to select the reminder interval in hours or calendar months This reminder also displays the date of the last filter change Humidity Filter The Humidity Filter reminder generates an alert for cleaning or changing the humidity filter Select this item to turn the reminder on or off and to select the reminder interval in hours or calendar months This reminder also displays the date of the last filter change Dehumidifier Filter Select this item to turn the reminder on or off and to select the reminder interval in hours or calendar months This reminder also displays the date of the last filter change Ventilator Filter Select this item to turn the reminder on or off to choose the reminder interval in run time hours or calendar months You can also check the date of the last filter change Note If a humidifier dehumidifier or ventilator is not configured in Acce
24. n AA Humidifier i DA panpan Equipment Interface W O B W2 AUX R H ACC1 ACCtIr ACC2 ACC2r ACC3 ACC3r Dehumidifier Humidifier 2707 pogogloogo7 Furnace Air Conditioner KS ISE midifier humidifier SE OK Single Stage Heat Cool with Thrre Accessories ACC3r sang ACCI ACC1r 24V c Dehumidifier a ACERT Dehumidifier Humidifier ACC3 ACC3r aa H c OK Dual Stage Heat Single Stage Cool with Three Accessories Equipment Interface Furnace Air Conditioner MISH BE wos OK y2 K c OB R OR w2 aux IEW c LOH Cc rH LOBI o Humidifier rc 9E H i 2 DE OK c OE A acci QE accir OE HRV Comp2 acc2 BE av TOE Acc2r EQ fee c OK Humidifier ACC3 REg Dual Stage Heat Cool with Two Accessories Installing The Smart Thermostat eee oo indicates a jumper Non powered accessories require a jumper from RH RC to ACC1 ACC2 ACC3 for a 24V feed Installing The Smart Thermostat 10 Equipment Interface Furnace Air Conditioner Equipment Interface Furnace Heat Pump BE 1 OHK MISE wos OK w OH wos
25. of 5 95 R H in 5 increments High Humidity Alert Select this item to set the humidity level at which the Smart Thermostat will generate a High Humidity alert The range can be adjusted to Off no alert will be generated Set humidity range of 5 95 R H in 5 increments Auxiliary Heat Run time Alert optional In a heat pump with auxiliary heat configuration you can program the Smart Thermostat to generate an alert if the auxiliary heat runs for more than this programmed amount of time during a 24 hour period Auxiliary Outdoor Temperature Alert optional In a heat pump with auxiliary heat configuration you can program the Smart Thermostat to generate an alert if the auxiliary heat is called for when the outdoor temperature exceeds this programmed set point this feature requires an internet connection to function properly Enable Alerts to be displayed on console Select No if you do not want any of the alerts to be display on the touch screen interface Alerts will continue to be displayed on the web portal and sent via email Enable Heating and Cooling Alerts Select No if you do not want the Thermostat to generate the System Failed to Heat or Cool alerts If disabled these alerts will not be shown on the Thermostat or web portal and no emails will be sent Configuring The Smart Thermostat List of Alerts Below is a complete list of alerts Depending on your configuration some of these may not apply to your system
26. option configures the sensor to be part of the HVAC control These sensor can then be configured to replace or be part of a the Thermostat Set temperature Refer to page 27 in the User Manual to configure Set Temperature Average e Monitoring Sensor This option configures the sensor to monitor areas independently of the HVAC system ie freezers wine cellars etc e Outdoor Sensor This options allows you to use a outdoor temperature sensor in place of the internet weather feed The value measured here will be used for any control or dual fuel algorthiims and it will be displayed on the Thermostat The Thermostat will coniintuie t use the internet weather feed for the 5 day forecast View Wiring Diagram This feature allows you to view the terminal connections of the equipment interface as determined by the configuration options selected during the installation process Contractor Info This section allows you to enter your contact information It will be displayed to the homeowner in the About menu when any alert is shown on the touch screen and in his personal web portal You can enter your e Company name e Phone number e Email address e Website address If you are a registered ecobee contractor you will have access to your Contractor portal In this portal you can enter the serial number of each ecobee Smart Thermostat you install Once your registered Thermostats are connected to the Internet your contact information inc
27. over of the Smart Thermostat insert a flat head screwdriver into one of the slots as shown below and gently twist the screwdriver W R l Insert screwdriver into one of the two slots and twist gently 2 Place the Smart Thermostat backplate on the wall Make sure that any existing wires can be inserted through the opening for the wiring 3 Using the backplate as a template mark the location of the mounting holes on the wall as shown below The solid color indicates mounting holes 15 Installing The Smart Thermostat 4 Move the backplate out of the way and make holes where indicated in step 3 The mounting holes can accommodate a 6 pan head screw 5 Use drywall plugs or other screw anchors not included to ensure the Smart Thermostat can be mounted securely to the wall 6 Fasten the backplate to the wall using the appropriate screws not included Connecting the Smart Thermostat to the Equipment Interface Only four wires are needed to connect the Smart Thermostat to the Equipment Interface If you are replacing a Thermostat you can use the existing wiring Note Ensure any unused wires do not have exposed bare copper conductors Follow these steps to connect the Smart Thermostat to the Equipment Interface 1 Connect the wires between the Smart Thermostat and Equipment Interface as shown below So BS i o Equipment O cno Interface HO HOQ 2v
28. please write ecobee Customer Service 333 Adelaide Street West 6th Floor Toronto Ontario M5V 1R5 Canada Warranty 32 33 Notes Notes 34
29. ssory Relays these options will not be displayed UV Lamp Sets the reminder period for cleaning or replacing the UV lamp Select this item to turn the reminder on or off and to set the reminder in calendar months You can also check the date of the last lamp change Alerts The Smart Thermostat can generate alerts when the temperature in the home reaches a pre programmed level This protects the home from damage due to freezing and or excessive heat This alert along with your contact information if you programmed the information into the system will be displayed on the touch screen If the homeowner enrolls with www ecobee com this reminder will be e mailed to them and will also appear in their personal web portal Configuring The Smart Thermostat 30 31 Low Temperature Alert Select this to set the temperature at which the Smart Thermostat will generate a Low Temperature Alert The range can be Off no alert will be generated Set temperature range of 35 68 F 1 5 20 C High Temperature Alert Select this to set the temperature at which the Smart Thermostat will generate a High Temperature Alert The range can be Off no alert will be generated Set temperature range of 76 104 F 24 5 40 C Low Humidity Alert Select this item to set the humidity level at which the Smart Thermostat will generate a Low Humidity alert The range can be adjusted to Off no alert will be generated Set humidity range
30. the Product shall be free of defects in materials and workmanship under normal use and service During the warranty period ecobee shall at its option repair or replace any defective Products at no charge for labour or materials Any replacement and or repaired device are warranted for the remainder of the original warranty or ninety 90 days whichever is longer If the product is defective call Customer Service at 1 877 9 ecobee ecobee will make the determination whether a replacement product can be sent to you or whether the product should be returned to the following address ecobee Customer Service 333 Adelaide Street West 6th FI Toronto ON M5V 1R5 Canada In the event of a failure of a Product Customer may a if Customer did not purchase the Product directly from ecobee contact the third party contractor from whom the Product was purchased to obtain an equivalent replacement product provided the contractor determines that the returned Product is defective and Customer is otherwise eligible to receive a replacement product b contact ecobee directly for service assistance at 1 877 9 ecobee and ecobee will make the determination whether an advance equivalent replacement Product can be sent to Customer with return shipping supplies in which case a hold shall be put on Customer s credit card for the value of the replacement Product until ecobee has received the defective Product Product should be returned to
31. turn off when you select Done Sensors This section allows you to configure the detector inputs on the Equipment Interface This can be used to connect optional flood sensors or other leak detection devices Once an input has been triggered it will generate an alert on the touch screen and send an e mail if the Thermostat has been registered with a web portal Each input can be configured as normally open where a short circuit between the IN1 and IN1 will activate the alert or normally closed where an open circuit will activate the alert To activate any input select the input and programa name To deactivate the input simply delete the name Setting Up the Remote Sensor Inputs requires optional EB RSM Name To enable simply enter a name for this input i e Door sensor To disable this input delete the name assigned Type This defines the type of input e Configure In this section you can choose from a predetermined list of commonly available sensors If your sensor is not on the list you can create anew one by entering the specific parameters For temperature you will need the B value of the sensor or the resistance value of the sensor at 70F 21C these are found on the sensor manufacturers data sheet Note The remote sensor support only 10K NTC type temperature sensors Configuring The Smart Thermostat Usage This section allows to configure what function this sensor needs to perform e Control Sensor This
32. ty for disposal instructions Do not discard the old product in the regular trash HVAC System Compatibility information ecobee is designed to operate low voltage heating and cooling systems It is not designed for use with line voltage or millivolt heating and cooling systems ecobee supports control of up to four heating stages and two cooling stages It also supports control of humidifiers dehumidifiers heat recovery ventilators and energy recovery ventilators Equipment Description Gas Oil Electric heating up to three stages Yes Heat pump with auxiliary heat up to four stages Yes Geothermal Heat Pump Yes Duel fuel systems Yes Standard electric cooling up to two stages Yes Boilers Yes Central humidifier Yes Central dehumidifier Yes Heat Recovery Ventilator HRV Yes Energy Recovery Ventilator ERV Yes Sensors with dry contact outputs Yes Approvals This product was designed and built in accordance to RoHS directive 2002 95 EC and contains no hazardous substances as defined by this directive Optional Power supply meets EPA C E C Level IV and E C CoC No Load power Consumption requirements It is also safety approved to UL cUL standards FCC Compliance Statement This equipment has been tested and found to comply with the limits for Class B digital devices pursuant to Part 15 of the FCC Rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This
33. urce If you have selected Heat pump as your primary source this feature will allow you to configure the auxiliary heat connected to the system e Furnace Type Allows you to configure the type of fur nace connected This allows the Smart Thermostat to optimize its algorithms based on the type of fuel and typical characteristics of the chosen system Choose the option that best represents the type of heating system installed Configuring The Smart Thermostat e Heat Stages Allows you to configure up to 3 stages of heat If you require a third stage you must configure an accessory relay to control that stage e Heat Fan Control This option allows you to determine if the system fan is controlled by the system during heat cycles or if the Thermostat is required to control the fan Normally the HVAC system controls the fan during heat cycles Air Conditioner Allows you to enable and configure up to 2 stages of air conditioning If you require a second stage you must configure an accessory relay to control that stage Staging Method of Operation The ecobee Smart Thermostat uses a unique method for staging for multi stage heating or cooling It uses a combination of intelligent algorithms and past performance to determine when to activate the stages When there is a call for heat or cool the system computes how long it would take for the system to reach the desired set point in stage 1 stage 2 or stage 3 accordingly It will determ
34. ust tap the icons buttons and lists Note To prevent damage to the touch screen never use a sharp object such as a pen gt When the screen shows a list setting an arrow on the right it indicates there are more than two options to choose from P If there is no arrow then the list item only has two options Toggle between options by pressing the list item In the various screens you have three navigation choices Press Done to save changes and move to the next screen Press Cancel to go back to the previous screen without saving changes At any time press the Home button found on the right hand side of the touch screen This cancels any action and takes you back to the home screen If you need to enter data in the form of text you will be presented with a keyboard Pressing the Caps key will allow you to enter capital letters pressing the 123 key will change the letters to numbers or commonly used symbols Navigating The Smart Thermostat CONFIGURING THE SMART THERMOSTAT Configuring the Installer Settings Installer Settings let you configure the settings related To configure the installer to the various devices such as a furnace air conditioner settings humidifier dehumidifier or ventilator that are connected com the to the Equipment Interface gt To prevent accidental modifications to these settings you can enable a 4 digit installer code This code is pre programmed to 3262 and can be ena
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