ISY Home Automation Controller USER GUIDE
Contents
1. En alk Walt Hal Maln irand Main Eit hen EEN ii F Foon Dimmer 0m Mam Mastar Main Pool Main Sink Wain Study Wain Table Figure 17 Floor Plan Window 4 4 Help Menu See Figure 18 for all Help Menu options Universal Devices Administrative Console Fie Link Management Tools About User Guide UDI Wiki Help Contents WOT Forum fA Network Manually Upgrade My Lighting Name Figure 18 Help Menu 4 4 1 About The About menu option will show the ISY s MAC Address and firmware version the URL that contains the IP number and port and whether or not the internet access is enable or disabled If the internet access is enabled the IP address for remote access will be shown MAC Address JE AP Address For Address Figure 19 About dialog 4 4 2 User Guide The User Guide menu option will download and open this file using Adobe Acrobat reader 4 4 3 Manually Upgrade ISY This option enables you to upgrade downgrade ISY firmware using a predefined or downloaded file 4 4 4 Automatically Upgrading ISY The preferred method of upgrading is to utilize the Auto Upgrade feature which notifies you whenever there s a new upgrade available Refer to Figure 20 Auto Upgrade Notification screen The notification will list the enhancements and allow you to update the system by selecting the Yes button If you choose not to update and later choose to update you c2. NIVERSAL EVICES ISY Home Automation Controller USER GUIDE Table of Content AU o e el 7 2 Installation and COMMOUPALON EE 8 AA oo Pe 8 SEET 8 222 Ee ele e EE 8 SEENEN ee 8 2 3 Host Computer Configuration ooocccccccnnnncccoonnnnnconnnonononanonnnnnonnnnnnnnnnnnnnnnnnnnnnonrnnnnnoncnnnnnnns 8 20 COMMOURING VVINGOWS EE 8 Ae SAVE MS AMO E 9 2 4 Starting the GUI on a Host Computer 10 ZA NVI OWS A P rt A AA A A 10 2A 2 MA Browser VIO EE 11 SA II ee E er ee ee ere eee 12 3 COMPONEN EE 12 SN Eet AU OM EE 12 Eelere 14 AAA AP 14 Ak Kale Lei 14 41 2 Set WSEniGF ASSWOId E 14 A VAS BACKUP RE 15 AAA NEE 15 Bs ko ROSS EE 15 4 16 Restore Modem PEM a AS A AS 15 Ek REMOVE Modem PLM ge eet deen 16 4 1 8 Enable Disable Internet ACCESS ccccccssssssseceeeeeneesseeeeecessaeseseeeeecssaauseeeesensneaaaesens 16 E EE 17 4 2 Link Management Men REENEN 18 E MAING EE 18 EL CA ON TOA AS A AD AA AA 20 423 nn er Ee er aceso adore leds 20 4 24 NEWANSTEON DEVICE ti he eee 20 ELO NOW SCCM EE 21 ESTOS CIN E 23 AS Trend COI ind ais 23 A A acted aia easel te tee 24 Eo ROSE HISTO EE 24 AOA Generate Topology ai fet sl 25 BES I LOOM EAN WEE 25 AA ACTOS MEMU EE 26 E OS 26 GEET 26 4 4 3 Manually Upgrade IS EE 26 444 Automatically Upgrading ISY EE 27 3 TOOB EE 28 SM e te TEE 28 92 Ge A a 28 sO DOM Nese a e So each ack ai ccna ot eats caress Ee 28 Di ME 28 5 O NGW INS TE ON Ree 28 ARE A
3. 29 Ee lee LEE 29 So rend Char E 29 A A EE 30 6 1 Malh Tab La YOU SA AA AA RAS 30 6 1 1 Tree View Navigation Pane ccccooonccnccccocccncccnnnnnncnnoncnnnnnnnnnnnnononnnnnnnnanrnnnnnnnnrnnnnnnnnonos 30 E e EE 31 BU Operation e 31 02 Leg INOGC E 31 6 31SY EE eee ee eee 32 EE E EE 33 EE gege EE eege 33 A a A 33 0 34 INSTEON Device EE 33 A cine E E ema oe crue aa adenaen E T E E saunas 38 E VOUC ee eidele denge 41 DEENEN gebei deed 41 OH REMOVES SCCM EE 41 SE lee Te E EE 41 Program Summa ANE GE 43 7 1 Pull Down Menu and Apply Button 44 E TEE 45 ee 45 Gr Erogran CANS rea 45 6 1 Program Detail Cay LEE 45 O o a E E AER 46 81 2 Manage e Tel EE 48 0 1 3 Program OMG EE 48 0 14 AC Gis O Prod EE 48 9 ContiguradoON ii Ee 54 9 1 Configuring ISY s Physical LOCAUON siii iii A asker 54 9 2 Date and Time Contguraton 54 9 3 Messaging Configura a A A dda eae oe 56 9 34 Mall Messages EE 56 9 3 2 FEXUMESSAGCS I AGC savas cate nctas a A e aa a ra aa 56 0 9 FRECIDICING E AE A ee 56 t0 Errors and Error WIGSSAGCS ct AS AD AA 57 TOT Red Exclamaton Re 57 10 2 TO Ropon an EE 57 Table of Figures Figure OPMPsCOmMNGU PAN OM sca tudewnne Graven tevesesouwaceaday teuxaeceeaautdausettusiudsnanssugewensmadevansagevasnaudanedsatecdenusocadeesahs 9 Figure 2 Network neighborhood My Network Places 10 Figures AMA BrOWSOT ase EE 11 Figure 4 IDSSPASS WONG ME 11 Figure 5 Main GUI ee ul elei EE 12 PIQUE 6 Fle
4. Figure 51 is for setting a specific time and From To refer to Figure 52 is setting for between specified times The To field can be changed to For defining the duration of the event based on time the start time If you assigned a timer event to start at a time in a specific day of the week and the For duration puts the end time to the next day the ISY will complete the event timer on the next day The timer event will always start at the set time of the selected weekday For example the start time From was set at 1 00PM on Monday and would last For 23Hrs In this example the event will end on Tuesday at 12 00 noon It will always start on Monday and end on Tuesday This is a valid setting Schedule Jl Condition f Action Comment _ E a a E meis 03 i falso veli el rie Figure 51 Schedule Time Is condition fields Schedule Condition J Action Hl Geseent And y di a dl ail a From et oi of arter afi Sunrise wi Ho go go ga Sameday Y Add to IF Figure 52 Schedule From To condition fields Longer daylight and shorter night time in summer Shorter daylight and longer night time in winter The change in sunrise and sunset time through out the year from winter to summer meant that a fixed predetermined turn on or off time of lights meant you may either be turning on or off the lights too early or too late Timer event based on Sunrise or Sunset instead of a specific time should solve this You have the
5. address type properties links and scenes This list is useful for troubleshooting the network or simply as a reference 4 3 5 Floor Plan This menu provides a graphical representation of the location of each device It allows you to create locations rooms and place devices in their physical location This will help if at a later time you would like to know where the specific device you are controlling is located Once you select this option you will be presented with the floor plan window see Figure 17 There are two options for creating a physical location i By clicking on the New Location icon at the top ES li By dragging and dropping an existing scene from the Navigation Pane After creating a physical location you can drag and drop devices from the Navigation Pane directly into any location on the Floor Plan s Window Devices which are dropped into the Floor Plan maintain their relationships and as such clicking on any of the controlling master devices on the Floor Plan highlights the associated responders with the Floor Plan Also each device has its state captured as part of its name i e Hall1 off This operation performs the same action Cl as the Floor Plan button on the tool bar 73 8 Network Floor Plan es Entrance Hall Dimm sr Om Bedroom Entrance Ceiling Entrance Custom Entrance E Room WEE ed Entrance Hall Tabletop 2 Tabletop a Tabletop 4 Tablato ps
6. needs to manage or communicate This menu allows you to link the ISY to all or selected INSTEON devices Please see Figure 7 for all Link Management menu options 21 Universal Devices Administrative Console File Link Management Tools Help Start Linking Link a ControLine Link a RemoteLinc New Insteon Device E New Scene aa Name Figure 7 Link Management Menu 4 2 1 Start Linking The basic method of linking an INSTEON device is to set a device as a controller in linking mode then going to the responder and set it to linking mode The same method is true in linking the ISY to the devices You set the ISY the controller to linking mode then go each responder and set those to linking mode Select this menu to start linking all devices except the ControLinc and RemoteLinc to the ISY The linking process allows the ISY to build a database of devices in the network and the relationships between each or multiple devices and to program these devices When you set the ISY in linking mode this sets it to multilink mode In multilink mode the controller is able to read or link with one device set in link mode one after another So as long as Link in Progress dialog is open the ISY will be in multilink mode If you do not see Link In Progress dialog then check trouble shooting section If RX light is solid on PLM or cable to the PLM is bad The Linking in Progress dialog has three options in the linking process e Overwri
7. set all the devices of the scene using this screen Every time the scene is triggered the controller will use these settings to set all the responders Movie Scene S Status Address Type L x sen Overhead 04 73 90 earen S witchLinc SE 27 EE ag ops See Ee ag E Wall Es Elan DMR mg 7 08 33 02 Inline Dimmable v 0 Figure 42 Living Room Movie Scene 6 4 1 Query By selecting any of the scenes you created and clicking on the right mouse button you will be presented with the Scene Menu as depicted in Figure 41 When you select the Query option on the menu the ISY will start to query the network to retrieve the status of each device linked to it Any new status retrieved is presented in the table 6 4 2 Rename The Rename menu option allows you to rename the selected scene 6 4 3 Remove Scene The Remove Scene menu option will completely remove the scene and all its members from ISY 6 4 4 Creating a Scene The following steps show how to create a scene a Select New Scene Menu from the Link management menu or tool bar Icon b Name the scene you wish to create and enter this in the Name field of the Scene dialog c Once you created the scene this will be added to the Tree View having its own scene node d Add the devices to the scene You can select a device or multiple devices then drag and drop them to the scene To select multiple devices select the first device hold down CTRL key then select the next device or dev
8. set the sliders to the desired level or ramp rates Entry 1 Overhead Figure 34 Device Properties Buttons available are ON Fast ON OFF Fast OFF Brighten and Dim ON or OFF Buttons turns on off the lights using the preset ON OFF levels and ramp rate This action is similar to pressing the switch once Fast ON OFF Buttons turns on off the lights to full ON OFF at the fastest ramp rate This action is the similar to quickly tapping the switch twice Brighten and Dim Buttons adjusts the light level by 5 for every click of the button If you press and hold the button the level will change at 5 step for every second it is held Mutually Exclusive Button allows you to group the buttons in Exclusive OR state This button select is only available with the KeypadLinc Devices The idea is you group a set of buttons so that only one button will be in ON state at any time For example you group buttons A and B where A is assigned as All ON and B as All OFF The state of the status LED in each button will be as follows Action Reaction When All ON button A is pressed the status LED is Lit Button B LED is not Lit When ALL OFF button B is pressed the status LED is Lit Button A LED is not Lit Refer to the KeypadLinc User s Manual Grouping Button section for more information The ISY creates groups by creating a scene This is accomplished by selecting Mutually Exclusive Button on the GUI and dragging the dev
9. you must add them one at a time 9 3 2 Text Messages Page To receive a page or a text message from the ISY you must select your pager cell phone or blackberry service provider from the list by clicking on their company name Once you clicked the provider s name you will be requested to enter the 10 digit pager or phone number of the recipient Enter the recipient s number at the entry field located at bottom of the list and press the Add button The recipient will be added to the recipients list on the right Make sure you select the Save button to store the list Enter the digits only that is without any symbols and without the 1 prefix Correct number entry 8186310333 Incorrect number entry 1 818 631 0333 You may add up to 5 recipients who may have different messaging service providers Please add the recipients one at a time 9 3 3 Recipients Recipients listed on the recipient list can be removed one at a time by selecting the Remove button located at the bottom of the Recipients list To delete the complete list select Remove All button You may also Edit each recipient by selecting their entry from the Recipients list and pressing the Edit button Make sure you select Save once you are done editing Exiting the screen will not store your changes 10 Errors and Error Messages 10 1 Red Exclamation Mark i If you see ared exclamation mark next to a device then you have lost connectivity to that device Wait a few secon
10. Initial Browser Please do not close this browser window You can minimize it but you can not close it at any time while the GUI is running or the application will terminate Following the above browser that opened the ISY GUI will appear and you will be presented with a user id password dialog box See Figure 4 Please enter admin for both the user id as well as the password Figure 4 ID 8 Password 3 GUI 3 1 Components The ISY GUI is very intuitive It is comprised of complementary panes refer to Figure 5 that allows the user to navigate view operate and configure the lighting network The main GUI components are the Top and Lower Pane Figure 5 Main GUI Components The Top Pane is located at the top section of the GUI It always contains the menu tool bar the location current date and time and location sunrise and sunset time This section always remains the same no matter which action you are performing The Lower Pane has four tabs to choose from Main Program Summary Program Details and Configuration Each tab selected will show the network details for the user to monitor control or configure the lighting network 3 2 Navigation Navigating through the various menus submenus tree node and toolbars uses the Windows point and click features You can drag and drop components from one node to another when permissible or applicable The Left mouse click normally selects the item where the mouse pointer is oth
11. LM will create unnecessary network traffic by trying to communicate with the PLM multiple times This in effect will slow down the network response All ISY programs Triggers or Schedules will not work when you remove the modem from the lighting network Also the actual status of all INSTEON devices will not be synchronized with the status reported on the screen 4 1 8 Enable Disable Internet Access In order to achieve remote internet access you will need to setup your router for port forwarding Port forwarding allows the ISY s port to be seen over the internet The controller default setting is with internet access disabled If you would like to enable internet access to the controller select this option It is reversible and you will be presented with the Disable Internet Access menu option For a list of supported routers please checkout the URL in the wiki where we have a list of supported routers you can find this list embedded in http forum universal devices com viewtopic php t 8 If you do not have one of the routers listed above please contact us and we ll walk you through setting up your router port forwarding manually 4 1 9 Exit Once this menu option is selected this application will end and the browser window will close 4 2 Link Management Menu Just as you manually link a pair or multiple INSTEON devices to allow them to communicate with each other the ISY needs to be linked with all the INSTEON devices it
12. Mena 14 Figures Link Management On EE 18 Figure 6 Einking In Progress Dial WEE 19 Figure 9 Eink o C ONOLING Dialog EE 20 Figure 10 Blue Reegel ee DEE 20 Figure 11 Linking Im Progress Dialog RE 21 Figure 112 New Sceono Di e DEE 22 Figure 13 Confirm Add dialog or prompt oooooccccncccnnnccccnnnonononccnnnnnnnnccnnnnnnnnnnrrnnnnnnnnnnrnnnnnnnnnnrnnrnnnnnnrrinnnnnnnns 22 Figure 14 New Scene Dial umi AA 23 Figure E TOOS MEN oia 23 Figure 1 6 Chart Window and MA e ont 24 Figure 1 Ge eg IAT d lier 25 Figure e EE 26 FIGURES ABOU E e EE 26 Figure 20 Auto Upgrade Notification screen 27 Figure 21 Auto Upgrade via the pull down Menu cooccccccnncccccnnnccconnccnnnnnnccncnnnncnnnnnnnrnnnnnnrnnnnnnrnnnnnncrinnnnacinss 27 Figure 22 Expand Aliada 28 e le le Colapse Allern ir od 28 Figure 24r EE 28 le le EE 28 Figure 26 New INSTEON DEVICE svncrrasa a Ad 29 Foure 2r SAMLINKINO EE 29 Figure Ge ie E EE 29 ele le RER TREN EN AAA AAA 29 Figure 30 Main Tab SCRECIN layout EE 30 Figure 31 ISY Node My Lighting Table of devices and their status 32 Figure E gl ee E EE 33 Figure 33 ISY Node branch expanded showing devices ooooccccccoooccccncccnnnocccnnncnnnnncccnnnonnnnncnnnnnnnnnrrnnnnnnnnas 34 PIQUE eege 35 Figure 35 Mutually Exclusive BUON Ss 36 Figure 50 DEVICE MO WD KEE 36 Figure 37 Compatible device replacement et 37 Figure 36 Properties Dialog e EE 38 Figure 39 Apply changes and Copy Attributes E 39 F
13. My Network Places refer to Figure 2 either on the Start Menu or Desktop If the My Lighting icon did not show up on your My Network Places you will need to follow the configuration steps below Configuration is comprised of three very easy steps i UPnP Configuration li Java Installation iii If you have any other network firewall software please contact us to walk you through the configuration ed Internet GM E mail wJ b i FE CMI i e Windows Media Player y 3 f HA Paint W d a Media Center vi Tour Windows XP gem Files and Settings Transfer de Wizard E Calculator mi All Programs iS My Documents E Fr My Recent Documents Si My Pictures Ray My Music ES A ke esac PRGA MRE NTs My Network Places E Control Panel en Set Program Access and Defaults e Connect To Printers and Faxes eil Help and Support W Search ZG Pun BP Log Off fo Turn Off Computer ae iS 4 Microsef Figure 2 Network neighborhood My Network Places In your Network Neighborhood My Network Places double click on the My Lighting icon see Figure 1 UPnP Configuration See section 2 4 5 for the Initial Browser Window 2 4 2 Initial Browser Window SUD HA Controller Windows Internet Explorer EYES le Y 101 16872 0fp htro Google Gr de dr Di UD H Controller NIVERSAL EVICES Please keep this window Open E Internet Figure 3
14. This menu option performs the same function as Link Management gt Start Linking Refer to 4 2 1 for more information 6 3 4 INSTEON Device Node This device node is located as a branch under the ISY node Expanding the ISY node My Lighting will show the devices within the network Figure 33 ISY Node branch expanded showing devices Selecting a device in the INSTEON Device branch will show the device properties in the view pane The pane will also have controls by means of a slider or buttons These controls allow the user to directly control and setup the device via the computer Currently the ISY supports all SmartHome lights switches and dimmers Depending on the device that is linked to the system you will be presented with the permissible control action the system can help you perform and automate For example in Figure 34 the KeypadLinc named as Entry 1 Overhead light was selected and its properties are shown in the view pane On level and ramp rate adjustment are controlled with a slider control On level sets the amount of light within O and 100 where 100 is full brightness or ON Ramp rate sets the amount of time it takes to reach the set ON level from OFF to ON and from ON to OFF Setting the device properties via the ISY does not require you to press the set button on the device Unlike manually setting the ramp rates and ON levels you need not press the Set Button to store the set values All you need to do is
15. an simply choose Help gt Automatically Upgrade My Lighting to Version menu option This menu selection will only show up after the notification message is received Refer to Figure 21 Note You must already have an AutoUpdate userid and password in order to utilize the AutoUpgrade feature Information Figure 20 Auto Upgrade Notification screen f Universal Devices Administrative Console File Link Management Tools Se User Guide UDI Wiki Help Contents UDI Forum Manually Upgrade My Lighting gt 15 Ne EE Automatically Upgrade My Lighting to 2 4 So iy Lighting Figure 21 Auto Upgrade via the pull down menu 5 Tool Bar This section details the functionalities and the operations of each Tool Bar icon available in the Top Pane 5 1 Expand All The Expand All is the first button on the tool bar Its symbol is a plus sign Please refer to Figure 22 Once you click on this button all the groups on the Tree View will expand and all the devices within them will be listed Figure 22 Expand All 5 2 Collapse All The Collapse All is the second button on the tool bar Its symbol is a minus sign Please refer to Figure 23 Once you click on this button all the devices in each of the groups on the Tree View will collapse and minimize and you will only see the group names Figure 23 Collapse All 5 3 Sort The Sort button is the third button on the tool bar see Figure 24 Pressing it will alphab
16. ased to On Level and Ramp rate attributes if applicable for that scene Attributes for all devices are stored in the devices itself These attributes are invoked in three levels of your lighting network the ISY Controller and Local The ISY as the controller of the scene relies on a trigger s or schedule s defined in the program detail tab to invoke these attributes Meaning if the conditions set in the program is met and the action defined is the start the scene the ISY will use the scene attributes at this level to create the lighting scene The attribute setting for this scene is found at the scene folder level A device controller Switchlinc or Keypadlinc relies on the physical actuation of the switch to invoke the scene attributes If the controller switch is pressed the controller will set the lighting scene based on the scene attributes assigned at this level The settings can be found at the device level of the scene These attributes are completely independent of the ISY scene attributes Local control or noted as Applied Locally is when a device within a scene is locally controlling its own load This is true for Switchlinc and Kepadlinc s load key When the Scene folder is selected the Apply Changes to All Devices checkbox is available See Figure 39 This feature will allow the user to copy the attributes On level and ramp rate of the last device that was set to all devices within the scene These attributes are s
17. d and see if the device comes back on its own If it does not then the device might be faulty or something was changed in the environment which affects the connectivity between the device and the ISY il If you see a red exclamation mark next to the Network node and all the devices listed in the Tree View see Figure 60 you have probably lost connectivity to the ISY You must re login select the Login option under the File Menu If you are unable to re login please reboot the ISY EU My Lighting g H Ri V oe bk fl leelo Figure 60 Connectivity Lost ili If you are not getting the Linking in Progress Dialog as shown in Figure 8 check you connection with the PLM or the PLM device itself 10 2 To Report an Error To report an error please send an email with the error description to tech universal devieces com Please provide the error and the situation in which the error presents itself If possible please include a screen shot s
18. done to the program It removes the changes since the last save This can undo changes to many programs and folders Save changes button stores the revisions or edits done to the program You cannot undo the revisions after the Save changes button is selected 8 1 3 Program Content This area is where the conditions and action definitions selected in Add to Program is placed 8 1 4 Add To Program This area facilitates the user in building the program It simplifies the program building process by providing the user a preformatted edit space filled in using Schedule Condition and Action buttons It even provides you with a button to add comments in the program IF has the condition that must be met to for the program to run This condition is the trigger for the program to take action THEN is the primary action when the condition is met The program here stays running as long as the condition is met or True ELSE is the secondary action when the condition is no longer met or False and only after the primary action was taken Your program is not limited to one condition and action You can have multiple condition and actions defined in the program Multiple conditions are created using the And Or pull down menu field Buttons labeled Add And or Add Or will be available only after a second condition is added The use of this button allows adding a parenthesis to your program condition An example of a program with mult
19. dows XP e UPnP is normally disabled on all computers by default In order to make sure and or to configure UPnP please follow the following steps refer to Figure 1 e Click on My Network Places either on the Start Menu or Desktop e On the left Navigation Pane e f you see Hide icons for networked UPnP devices you are done No further action is necessary e f you see Show icons for networked UPnP devices click on it and let the system get configured You are done E My Network Places Fie E t View Favorkes Tools Help a E gt y Search Es Folders Fuj Address SZ ry Network Places a D Link Router Metvrork Tasks bio Lignking e Adda network place o er nec mods Connections Set up a home or amal office necrark 2 Setup a wirdess network Device Habs available on your network a Hide icore for networked UPnP devices Other Places T Desktop d My Computer E My Documents CH Shared Ainruments es Prinbers and Faxes Details Figure 1 UPnP Configuration 2 3 2 Java Installation If you already have JRE 1 6 installed then no further action is necessary Otherwise click on the jre xxx exe where xxx are major minor versions on the installation CD to install JRE 2 4 Starting the GUI on a Host Computer 2 4 1 Windows XP If you already have Java installed and UPnP enabled all you have to do is to click on the icon My Lighting refer to Figure 1 appearing in the
20. e program Figure 57 Comment entry field 9 Configuration The Configuration Tab allows the users to manage global settings such as Location date time and notification settings This view is divided into two sections i Location Date Time configuration il Notifications configuration Arch Pagers PageNe rch Pa PANA Arch Pagers PageNet ATT Free260 Figure 58 Configuration Tab screen 9 1 Configuring ISY s Physical Location The ISY has the capability to calculate the sunrise or sunset time based on the physical location set in the device By using the Sunrise or Sunset time to control the light this ensures that lights are efficiently turned on at dusk and or turn off at dawn To set or change the location of the ISY select the Change Location button For a relatively accurate Sunrise Sunset calculations select the closest city in which the ISY will be physically located If the city you are located in does not appear on the list select the closest city with the same time zone 9 2 Date and Time Configuration You can set or change the time and date in your ISY in two ways i Using the Synchronize Clock with Computer s Time button Once you selected this option the ISY will be automatically updated using the computer s time ii And by selecting Manually Adjust the Clock button After selecting this button you will be presented with Adjust Date and Time screen refer to Fig
21. enu option completely removes the highlighted device from ISY deletes all the associated timer triggers and dissociates it from all the scenes it may have belong to In case of Remove from Scene choosing the menu option removes the selected device from the Scene within the context of which it was selected 6 3 4 4 Replace This menu option allows you to replace a defective device assigned to a device name with a new device The ISY takes care of removing the defective device address from the device name and adding the new device address into the existing device name It will swap all the linking information from the defective devices to the new device ag Entry 1 Overhead Bq Query Rename Remove Ae Entry 1 Overhead v BdAm 1 1 Fan Light 248600 keypadLinc Dimmer v 29 A Add to Scene BdRm 2 1 Fan Light 24860 KeypadLinc Dimmer v 29 Lepgbm 1 Wall TY 24860 KeypadLinc Dimmer v 29 Cipy Attributes Masters 1 Fan 24860 KeypaoLinc Dimmer v 29 Paste Attributes Figure 37 Compatible device replacement list To replace a defective device you must first add the replacement device Then right mouse click the device node name with the defective device Select Replace menu and choose the replacement device from the menus of compatible or available devices 6 3 4 5 Add to Scene When there are many devices using the drag and drop method sometimes becomes challenging Choose this menu option to drop a device i
22. erwise the click Keeping the left mouse button pressed after selecting and moving the mouse will drag the item Selecting an item with Right mouse button will show you a menu for that item Release the right mouse button and select the menu with the left mouse button 4 Menu This section details the functionalities and the operations of each menu option listed in the Top Pane 4 1 File Menu Please see Figure 6 for all File Menu options Al Universal Devices Administrative Console File Link Management Tools Help Set Userid Password Backup 154 Restore Sy Program Details Ec 5 Restore Devices Restore Modem PLM Remove Modern PLM Enable Internet Access My Lighting Name Exit BdRrn 1 1 Fan Lic Figure 6 File Menu 4 1 1 Logon The Logon option will be enabled if you are not connected to the ISY The system will prompt you that you have lost the connection and you must login Once you select this option you will be required to enter your user name and password 4 1 2 Set Userid Password Once this menu option is selected the user can change the user name or password or both The new user name or password or both should be typed in the appropriate field Please make sure you remember the new user name or password as the old default account of user name and password admin will no longer work in future logins 4 1 2 1 Resetting Userid Password Before you proceed with the procedure below you will need t
23. etically sort all the groups and devices listed in the Tree View Figure 24 Sort 5 4 New Scene The New Scene button is the fourth button on the tool bar see Figure 25 It performs the same function as Link Management gt New Scene menu option see section 5 2 5 Figure 25 New Scene 5 5 New INSTEON Device The New INSTEON Device button is the fifth button on the tool bar see Figure 26 It performs the same function as Link Management gt New INSTEON Device menu option see 4 2 4 Figure 26 New INSTEON Device 5 6 Start Linking The Start Linking button is the sixth button on the tool bar see Figure 27 It performs the same function as Link Management gt Start Linking menu option see 4 2 1 JADE Figure 27 Start Linking 5 7 Floor Plan The Floor button is the seventh button on the tool bar see Figure 28 It performs the same function as the Tools gt Floor Plan menu option see 4 3 4 Figure 28 Floor Plan 5 8 Trend Chart The Trend Chart button is the eight and last button on the tool bar see Figure 29 It performs the same function as the Tools gt Trend Chart menu option see 4 3 1 Figure 29 Trend Chart 6 Main Tab This tab provides the user the ability to view the top level status of the network or the device details by selecting a tree node tree branch 6 1 Main Tab Layout The GUI is divided in three panes Tree View Navigation Pane View Pane and Operati
24. f INSTEON devices with certain attributes such as on level and ramp rate INSTEON Device Node Fil identifies an INSTEON device Note the icon changes based on the type of INSTEON device Clicking on the icons on the tree view brings up the associated view in the view pane Right clicking on the icons on the tree view brings up a menu of actions appropriate only for that node on the tree 6 1 2 View Pane The View Pane is located in the right sections of the GUI The view pane changes based on the tree node selected Selecting Network ISY and Scene nodes presents an overview and tabulation of all the INSTEON devices with pertinent and important information relating to each device such as its current state It is specifically designed to give you an immediate access to most needed information during setup while simple navigation features enable the user to jump to a device such as a switch to perform necessary actions 6 1 3 Operation Pane The Operation Pane is located at the bottom section of the GUI Depending on the option or node selected on the Tree View it will contain the actions you can perform If you selected an INSTEON device or a Scene in the View Pane or the Tree View the Bottom Pane will show the actions you can perform on the device or the Scene respectively 6 2 Network Node The network node shows a table of all devices and its status in the network If you only have one ISY unit the table presented in th
25. f the new PLM and adds the corresponding device link to the new PLM To replace a PLM i Unplug ISY from the power outlet li Unplug the PLM from ISY and power outlet lil Connect ISY s port A to the new PLM IV Plug the new PLM into a power outlet V Plug ISY into a power outlet vi Open the browser to ISY s GUI and wait for system initialization to complete vii Click on the Restore Modem PLM menu option 4 1 7 Remove Modem PLM Before selecting this function create a backup ISY file The modem PLM is the communication bridge between the ISY and the INSTEON devices Without the modem and the links you cannot control or get status from the INSTEON devices When the communication links were established via the Link Management Menu the PLM and INSTEON devices adds each device addresses it is linked to in its own link table The ISY also stores the PLM s address If you need to remove a modem from your lighting network select this function It will disconnect the ISY from the PLM and the PLM from all INSTEON devices in the network removing all the links between them This ensures orphaned links do not exist in the INSTEON devices when the PLM is removed from the lighting network Also it ensures the ISY is not looking for the removed PLM Orphaned links are links between two devices where one is no longer in the network Orphaned links will affect the lighting network performance A device with an orphaned link to a missing P
26. g on any stimulus that starts the program When set to ON it allows the program to act on the stimulus to start it The Activity column represents the program process The program states are Idle Running Then and Running Else Idle state is when the program is running and is waiting for the stimulus to occur It will also show Running Then and Running Else messages These messages are momentarily shown as the program enters and exits the Then or Else statements within the program The Status column presents you with the program state You will only be presented a True or False state in the column The Path column shows the program location in the program detail tab Refer to 8 Last Run Time and Last Finish Time columns are a time log or time stamp of when the program started and ended 7 1 Pull Down Menu and Apply Button The pull down menu has a selection of Enable Disable Run Run Else Stop Run at Boot and Not Run at Boot These are actionable commands that are entered in the applicable Enable or Run at Boot column Enable enables the program to run Disable disables the program so that it will not ever run unless enabled Run runs the program regardless of the condition Run Else runs the Else block of the program Stop Stops the program if currently running Run at Boot whenever the system is rebooted this program runs regardless of the condition Fie Link Management Tools Hel
27. how up on the ISY GUI when they are linked as described in 4 2 1 4 2 1 2 Add Devices Found in Links and Remove Existing Links Check this option when you d like to find all the devices linked to a particular device being linked to ISY This operation searches crawls the network to find all other INSTEON devices of which a path can be found This operation is mostly useful for devices which are out of reach or if one does not wish to keep linking each device individually This option does not regenerate the links between devices nor does it regenerate the scene or group memberships It simply finds register or link devices found with ISY to make administration easier If a device was previously linked with the ISY and later was manually set with a new scene or linked to other new device address the ISY will not contain these manual settings Re linking the device with this option activates the ISY to compare the device database with its database searching for a new device address If a new device address is found the ISY will save the new address into its database It will then remove overwrite or clear the device with the configuration found within ISY This means that whatever was manually entered is now lost 4 2 1 3 Add Devices Found in Links and Keep Existing Links This option is the same as Add Devices Found in Links except it does not overwrite the device settings manual or otherwise It will bring all the links found in each d
28. ice buttons into the Mutually Exclusive Button 1 or 2 Refer to Figure 35 Figure 35 Mutually Exclusive Buttons Button Toggle Mode sets the button state to toggle from ON to OFF and vice versa or stay always ON or always OFF Assigning a button for toggle OFF sets it to either always ON or always OFF mode setting The ISY will ask you to physically set the button to ON or OFF key status LED ON or OFF in the process Refer to the KeypadLinc User s Manual Toggle Mode section for more information Select and hold the slider control move it to the level or ramp rate your desire As you change these settings the device will proportionately change the lamp brightness or ramp up down time of the lamp The tree at the right side of the view pane shows the scenes the device belongs to and as a controller switch showing which devices it controls Right mouse clicking on an INSTEON device node presents a menu as depicted in Figure 36 A oe Rename Remove Replace Entry 1 Overhead with Add to Scene Restore Device Copy Attributes Paste Attributes Figure 36 Device Menu 6 3 4 1 Query Choosing this option causes ISY to query the selected device The ISY will retrieve the status of the device and present the status on the view pane This operation usually takes between 5 to 10 seconds depending on the device 6 3 4 2 Rename Choose this option to rename the selected device 6 3 4 3 Remove Choosing this m
29. ices Once all the devices are selected drag and drop this to the scene e You will be presented with a Confirm Add dialog with a list of all the devices you selected Assign the controller and responders by highlighting the device and select controller responder button From this dialog you can also remove devices LyngRm C Movie a Controller manned LyngRm D Wall EP Piano DMR a Responder LyngRm B Curio DMR a Responder LyngRm Overhead a Responder Figure 43 Confirm Add dialog f Select OK g The system will add these devices to the scene A System Busy dialog will be with a progress bar will be shown Depending on the complexity and the number of other devices especially with controllers masters it may take roughly 10 seconds to a few minutes to program the device s in becoming part of a scene Heed the note within the dialog box Figure 44 System Busy Dialog h Set the scene attributes by adjusting the sliders for each device 7 Program Summary Tab This tab shows the program names in a table form showing if it is enabled the status the type of program the last run time and the last finish time File Link Management Tools Help EIERE SS Run at Reboot Activity Figure 45 Program Summary screen The Name column contains the program names created in the Program Detail tab The Enable column defines whether the program is ON or OFF When set to OFF the program is stopped from actin
30. igure 40 Scene Node evpanded AANEREN 40 Figure 41 Scene menu on a right mouse button dck 40 Figure 42 Living Room Movie Scene oocccooooccccccccnnnnocccnnnononnnccnnnnnnnnrrnnnnnnnnnnrrnnnrnnnnnrrnnrrnnnnnnnrrnnnnnnrrrnncnnnnss 41 Eiguire 43 gt Contiimada Re Ee e icons 42 Figure 44 5 stem BUSY a O vias 42 Figure 45 Program Summary screen EE 43 Figure 46 Program Summary tab pull down men 44 Figure 47 Program Dela SO Ni TO 45 Figure 46 My Prograin Node On UE 46 Figuite 49 Copy tres dials iia AA AR 47 Figure 50 New eeler DEE 49 Figure 51 Schedule Time ls Condition fields REENEN 50 Figure 52 Schedule From To condition fields REENEN 50 Figure 53 Sunrise Sunset field SO bers s ceca tee yuraasaveentcaasdevadas wav ace ac decauivans ooudsiin canes oiwieumoamiievieaunonian 51 PIQUPED4 Last R n RTE RE 51 Figure 55 Device and Program condition Sel Ct oococonoconoononoononnnnenconannonennanonnonnnnenonanennonanneneananenss 52 IQUE 50 ACION CONAN EE 53 Figure 57 ee Tun Tue o AT ME 53 Figure 58 Configuration Tab screen 54 Figure 59 Adjust Date amp Time Dialog vais 55 ele le RE CONNECUVIV Re EE 57 1 Purpose The purpose of this document is to guide the system installer with the steps necessary to install and configure the Universal Devices ISY system and operate the GUI Graphical User Interface ISY comes configured for communications with the device s of your choice The package contai
31. iple condition and action is shown below Example Program lt Formatted Indent Left 0 25 Space Before 0 pt If Control 07 D5 27 1 is not switched Off And Control 07 D5 27 1 is switched On And On Mon Tue Wed Thu Fri From 9 00 00AM To 5 30 00PM same day Or On Sat From 10 00 00AM To 2 30 00PM same day Then Wait 20 seconds Random Repeat Every 0 seconds Set 04 BE F7 1 60 Wait 20 seconds Set 04 BE F7 1 Off Wait 10 seconds Random Else Set 04 BE F7 1 On a a a a a mes Su elt sha y e lie Figure 50 New Program Screen The enabled check box allows the system to run the program Unchecking this box disables the program 8 1 4 1 Schedule The schedule button is used to enter time events into the IF section as a condition When selected the lower portion of the Add to Programs area changes its selection fields A check box for each day of the week and All for all days is available This set the days of the week the timer event will occur There are six pull down menu fields beneath the weekday checkbox The first 5 fields define the occurrence and the sixth field defines if the occurrence is based on Time Sunrise Sunset or Last Run Depending on the selection on the sixth field the time set field fields 2 to 5 setting will change Refer to Figure 53 and Figure 54 A schedule can be set to occur at a specific or between the specified times Selecting Time Is refer to
32. is level is the same as the table in the ISY node 6 3 ISY Node This node is named My Lighting by default Its Icon is a computer to the left of the node name Selecting the name on this node presents a table in the view pane The table contains the status of all the devices linked to the ISY fay L File Link Management Tools Help H F mt My Lighting Status E Address ES BaRm 1 A Fan SW 8 84 05 en Sconce N ES 7A oF En 1 Wall Overhead E hn a A2 mo E Ge Dimmerv 29 Query H s H ae Figure 31 ISY Node My Lighting Table of devices and their status Placing the mouse pointer over the node name and pressing the right mouse button will show the menu shown in Figure 32 ia Universal Devices Administrative Console File Link Management Tools Help ig Start Linking Mew Insteon Device Figure 32 ISY Node lcon Menu ES ES ER Lk Expanding the ISY node by selecting the sign on the tree or toolbar will show all the INSTEON devices INSTEON Device Node refer to 6 3 4 that are linked to the ISY You cannot delete this group 6 3 1 Query When you select the Query option on the menu the ISY will start to query the network to retrieve the status of each device linked to it Any new status retrieved is presented in the table This operation can take 5 to 10 seconds per device 6 3 2 Rename The Rename menu option allows you to rename the ISY node 6 3 3 Start Linking
33. iscovered device try to make scenes out of the relationships and maintain a copy of all the settings the device already contains 4 2 2 Link a ControLinc Choose this menu to link a ControlLinc When the Link a ControLinc dialog appears press and hold the Channel 1 button for 10 seconds or until the ControLinc s light starts flashing Then click on the Ok button see Figure 9 Note You cannot discover or find other devices linked to the ControLinc using this option Figure 9 Link a ControLinc Dialog 4 2 3 RemoteLinc Choose this menu to link a RemoteLinc When the Link a RemoteLinc dialog appears press and hold the Button 1 button for 10 seconds or till the RemoteLinc s light starts flashing Then click on the Ok button see Figure 10 Note You cannot discover or find other devices linked to the ControLinc using this option mk a RemoteLinc Cancel Figure 10 Link a RemoteLinc dialog 4 2 4 New INSTEON Device Choose this menu if you already know the INSTEON address of a device and if you do not wish to use the regular linking method of pressing the Set button After selecting this menu option the New Insteon Device dialog appears as shown in Figure 11 i Enter the INSTEON address of the device using the following format where A B and C are the address parts as depicted on the INSTEON device itself a ABCor b A B C il If you wish to automatically add a
34. lay each device and each group available in ISY You would first have to choose a Category see 4 3 1 1 before choosing a group or device in the menu You can go back to the Categories Menu and choose each available option for the device or group selected in the Group Menu and the chart displayed will contain only the information specific to that device or group of devices 4 3 1 3 Trend Log Menu Selecting this menu brings up a Windows Excel window You will be requested to allow macros to run You must select OK for the macro to run and to have access to the log file The log file contains the date and category intersections for all the devices linked to ISY If your log file is empty you probably don t have macros enabled To enable macros i Click on the Tools menu ii Select Macros ili Select Security and choose Medium for level 4 3 2 Log Excel This menu is the same as the Trend Log menu option see 4 3 1 3 4 3 3 Reset History This menu allows you to reset the information captured in the log file The information already captured will be deleted and the log will restart from this point of time Once you select this option you will be presented with a confirmation dialog You may select OK to proceed and delete the logs or Cancel to exit without deleting the logs 4 3 4 Generate Topology This menu allows the user to document the network topology It generates an HTML file that contains the list of all the device name
35. ll the other devices linked to this device click on Add Devices Found in Links see Figure 11 lil Note This option does not generate the links between devices nor does it regenerate the scene group memberships It simply finds registers or links devices found with ISY to make administration easier iV Click on Ok This operation performs the same action as the New INSTEON Device button on the tool bar d Adal New Insteon Device E Figure 11 Linking In Progress Dialog 4 2 5 New Scene Creating Scenes in ISY allows the user to set ramp rates set on level link or group devices without physically going to each device s to manually set link or group them Let s say you want to link a device in a bedroom to a device in the kitchen When manually linking these devices you will have to physically go to the bedroom device set it to linking mode then go to the kitchen device set it to linking mode This process can be done via the ISY by creating a scene naming it then placing the bedroom and kitchen devices into the scene The system will automatically link and program the devices Once you select this menu you will be presented with the New Scene dialog see Figure 12 requesting a name for the new Scene Enter the name you prefer the name can be changed at a later time and click on Ok The new scene will be added to the tree view on the left pane This operation performs the same action as the Ne
36. lso reported in the Status column in the program summary table Select Add to IF button to add the triggers to the condition section 8 1 4 3 Action The action button adds the action information in the Then and Else section of the program It is defines the action taken after the condition is met or the trigger occurs An action can be setting a device to a defined state that is ON OFF or set level The type of action is dependent on the device type The devices that are supported are INSTEON or X10 compatible devices Besides setting a device an action can also be to a Runor Stop a Program b Notify the addresses in the Recipients List c Wait for a specified period or randomly within the specified period d Repeat for a specified period or for a set number of times Action statements following the Repeat action are indented They will be repeated per the specified period or the set number of times The repeat and wait actions have arandom option This is set by selecting the Random check box A random value from 1 to the entered value will be randomly chosen each time the action is run Bdkmi tFantight On Jegen BdRm 1 1 Fan Liht sign e Send x10 Notify Program wait Repeat Figure 56 Action command set 8 1 4 4 Comment Select the comment button to show the comment entry field This field is a free form field without character count limit Select Update button to add the comment in th
37. ns e Power supply e Ethernet cable Blue Cable e A Serial RS232 cable e Documentation and Utilities disk e Quick Setup Guide e Smarthome INSTEON PLM Power line Modem 2 Installation and Configuration This section will cover the basic ISY installation enumerating the pre requisites of the host computer and the network requirements It will also cover the host computer configuration and provide you some instructions on the host computer start up 2 1 Installation Please perform the following steps before plugging the ISY into power e Connect the Ethernet cable to ISY and to your network hub Note the network must be DHCP enabled If your DHCP is not enabled please consult ISY Installation and Configuration Guide on the accompanying CD e Connect the Serial communications cable provided with your INSTEON PLM included in the package to the connector marked Port A on the ISY e Plug in the PLM into a power outlet e Plug in the power supply into ISY and then into a power outlet 2 2 Prerequisites 2 2 1 Host Computer Software e Windows XP Vista MAC OS Linux e Internet Explorer 7 and above e Java 1 6 JRE 1 6 included in the setup disk e Microsoft Excel for trending and charts 2 2 2 Network e DHCP enabled network e Ethernet topology 2 3 Host Computer Configuration e Configuration is comprised of three very easy steps e UPnP Configuration For Windows XP and Vista e Java Installation 2 3 1 Configuring Win
38. nto a scene manually 6 3 4 6 Restore Device There might be cases where for a variety of reasons such as manual linking a device does not perform as represented in ISY In these cases choose this option to restore all the links and reprogram the device to what s logically represented in ISY 6 3 4 7 Copy Attributes This menu option allows you to copy attributes from one device and paste them into another Attributes are such things as On Level Ramp Rate Set Point etc 6 3 4 8 Paste Attributes This menu option allows you to paste the attributes which were copied into the selected device 6 3 4 9 Properties The purpose of this dialog box is to add additional information for each node device such as the location and the description The isLoad check box can be used to show whether or not this device is actually controlling or physically connected to a load The information gathered here is included in the HTML file created in Generate Topology Menu cA Properties Front Enrty Door This is device is controlled hy a Keypadlinc and is not to be controlled by any other devices Figure 38 Properties Dialog Box 6 4 Scene Scenes are groups with members comprising of INSTEON devices Each of which may have a certain pertinent and permissible attributes for that specific Scene For instance a SwitchLinc may become a Controller for a scene and all the other devices assigned to the scene would respond to it b
39. o retrieve the MAC address of the device Refer to 4 4 1 for locating the MAC address To reset your userid and password please follow the steps as outlined below e Disconnect PLM from the ISY e Telnet to ISY e Enter MAC address as both the userid and password at login prompt e Wait 45 seconds or until you see Please connect PLM message e Plug PLM back in e Log in again using admin admin Note There is a timeout of 5 minutes for the PLM to get plugged back in If timed out the userid and password are not reset 4 1 3 Backup ISY Selecting this menu saves the entire ISY configuration in a file The user will be prompted to select or type the storage location and name the configuration file Note the location and file name for future use The following system information will be saved to this file i Time Zone Latitude and Longitude ll Notification recipients lil Programs IV INSTEON devices information and scene memberships V INSTEON devices links vi Scenes information 4 1 4 Restore ISY Selecting this menu option allows the user to locate and select the ISY s backup configuration file see 4 1 3 Upon completion this operation reboots ISY and closes your browser This option only restores the settings and has no impact on the underlying INSTEON devices and their configurations If you wish to restore INSTEON device configurations links and settings please follow up this operation with Restore Devices menu
40. on Pane Refer to Figure 30 File Link Management Tools Help ee E IR a e SE c o o o E O SS o oes a 3 SE ee E a SS a o a fe SE GE a o ca o a ae SC SE SS SE os a a o Se da lo O ee i SE E Se EE SE SE SE SE oo oo oo oo oo oo oo oo oo oo oo oo o oo oa Figure 30 Main Tab screen layout 6 1 1 Tree View Navigation Pane The Tree View is located on the left section of the GUI At the top of the tree is the node that shows the whole Network The tree may expand grow or shrink based upon the number of devices that have been linked to ISY as well as user actions There are only four distinct types of nodes that you may find on the tree view refer to left pane in Figure 30 Network or Root Node 0 Network shows all the devices in the network regardless of their physical attachment to any ISY ISY Node My Lighting shows all the devices physically though could be wireless attached linked to ISY Y Scene Node 2 SIMA identifies a Scene which is a grouping o
41. option see 4 1 5 upon ISY reboot 4 1 5 Restore Devices Selecting this menu option starts the ISY to use the current configurations settings stored within ISY and reprograms all the INSTEON devices based on them Upon completion this operation reboots ISY and closes your browser This operation is most useful if INSTEON devices and their logical representations on ISY are out of synch This scenario might happen if INSTEON devices are manually linked without using ISY s GUI 4 1 6 Restore Modem PLM This operation is most useful when you need to replace a defective PLM and the ISY is rebooted with a new PLM When the communication links were established via the Link Management Menu the PLM and INSTEON devices adds each device addresses it is linked to in its own link table The ISY also reads and stores the PLM s address at boot up The ISY stores all the configurations settings of the lighting network If you are replacing a PLM the ISY will have the old PLM address link stored in it Warning Never replace your PLM while the ISY is running because it will assume it is still connected with the old PLM The ISY will appear to work but it will be writing the address of the old PLM into the device links thus you will not see devices updates etc If this menu option is selected the ISY goes through all INSTEON devices looking for old and new PLM address links If an old PLM address link is found it replaces it with the address o
42. option to advance or delay the event to occur by setting the time and before after fields schedule condition Hl Action J f comment EC D H a Y m ner ck o Of after Sunset 0 y Figure 53 Sunrise Sunset field set The Last Run option is an event timer based on the last runtime of the selected program Refer to Figure 54 And y sl E oil aer vlier E Figure 54 Last Run field set To add a timer event to a program select or create a new program Set the time conditions for the timer event Click on Add to IF button to place the timer condition in the program 8 1 4 2 Condition Unlike the Schedule button that that uses the time as a trigger the condition button uses the devices or a program to trigger the action Conditions that are defined is added to the IF section The INSTEON device status and controls are conditions for the trigger Select Status or Control in the menu Another device is X10 devices Selecting X10 from the menu will set the ISY to look for X10 command The Program option uses the status of another program for a trigger Schedule And a Status w BdRmi tFantight ebe ello lo Control Program x10 Figure 55 Device and Program condition select The program state is set to True when the program enters the Then path and False when it enters the Else path Folder conditions can be set based on the program state This state is a
43. p T eTe Enabled Figure 46 Program Summary tab pull down menu To enter the command in the enabled column a Select the command in the pull down menu b Select a program row in the table Move the mouse pointer to the row and press the left mouse button c Select the Apply button 7 2 Edit When a program row is on the table is highlighted and the Edit button is selected the system will immediately jump to program detail screen showing you the code of the program selected Refer to Figure 47 for a sample of the program detail screen 7 3 Refresh Button The refresh button updates the summary table if you feel the table is not up to date 8 Program Details This tab gives the user the ability to create timer or trigger programs mes ln ta ze sin iv tne Figure 47 Program Detail screen 8 1 Program Detail Layout The GUI is divided into four areas Tree View Manage program Program content Add to program and Schedule Refer to Figure 47 8 1 1 Tree View This area shows the tree containing all of your programs and folders When a new program is created it is added to this tree The tree has three levels the root My programs the program folder and the programs Program folders can have conditions These conditions must be met before any programs within the folder will run You may rename move change or delete your old schedules and triggers anytime you wish You may organize your
44. programs in folders using drag and drop A right mouse button press on different levels of the tree will show a menu pertinent to the folder chosen The figure below shows a sample of menu when place the mouse pointer on My Programs folder and press the right mouse button File Link Management Tools Help Rename Copy Copy Tree Remove Import Export Copy to Clipboard Figure 48 My Program Node Menu 8 1 1 1 New Folder Select this option to create a new folder This option always creates a new folder at the next lower level of the tree 8 1 1 2 New Program This option creates a new program To create a program in a specific folder select a folder the program will be located Select New Program option from the menu name the program in the highlighted field If you did not rename the field the program name will be entered as 2 New Progra The green arrow indicates that the program has not been saved This arrow disappears after the Save Changes button is selected Selecting a program then the New Program option will create a new program at the same level as the selected program 8 1 1 3 Rename Select this option to rename a folder or program 8 1 1 4 Copy Select this option to copy a folder only or a program The copied folder or program will be added at the same level of the tree It will have the same name as the copied folder or program with the word COPY appended to it It will be highligh
45. s the same action as the New Scene button on the tool bar ee Refer to 0 for more information about Scenes 4 3 Tools Menu Please note that the Tools Menu will not appear immediately unlike the other menus it will take a few seconds before it appears This is due to the amount of time it takes to download the chart and floor plan applications from ISY See Figure 15 for all Tools Menu options Universal Devices Administrative Console File Link Management Tools Help ans Trend Chart Log Excel Reset History ees Generate Topology FA Network Floor Plan Name Figure 15 Tools Menu 4 3 1 Trend Chart Once you select this menu you must wait a few seconds You will be presented with the chart window see Figure 16 which offers multiple trending and charting options for each device for a group of devices or for all the devices linked to ISY This operation performs the same action as the Trend Chart button on the tool bar CH ne Cakegories Du Group Skatus On Level kamp Rate Set point Figure 16 Chart Window and Menu 4 3 1 1 Trend Categories Menu Categories menu allows you to choose which attribute is charted Currently the following categories are supported L Status the status of the device charted in time il On Level the On Level of the device charted in time lil Ramp Rate the Ramp Rate of the device charted in time 4 3 1 2 Trend By Group Menu This menu will disp
46. te existing links default e Add devices found in links Removes existing links e Add devices found in links and keep existing links You can use either of these options in adding a new device th Linking In Progress ES CANCEL Figure 8 Linking In Progress Dialog To link devices i Choose this menu option il Select the link option iii When Linking In Progress see Figure 8 dialog appears press the Set button on each new INSTEON device light switch etc for as many devices as you desire iv When you are done linking all the desired INSTEON devices click on the Cancel button on the Linking in Progress dialog 4 2 1 1 Overwrite Existing Links This option programs the devices with the linking information that is stored in the ISY s configuration The linking information used is from the scenes or groups created in ISY It will remove clear and overwrite any previous manual linking grouping or setting Depending on the number of devices linked and the type of devices ISY s reprogramming of the devices may take roughly 10 seconds to 1 minute per device Please be patient while ISY reprograms the devices and do not perform any operations on your INSTEON devices This operation performs the same action as the Start Linking button on the tool bar ce When a linking session is in progress the icon for this button changes to es The new device s should automatically s
47. ted giving you the opportunity to rename the folder or program 8 1 1 5 Copy Tree This option is only shown at the root level containing folders or folders containing the programs When selected a dialog box will ask you to if you want to copy the folder and all its contents Select Yes if you want a copy of the folder and its contents Selecting No will abort the process Copy Tree EJ Figure 49 Copy tree dialog 8 1 1 6 Remove Select this option if you want to delete a folder or a program If you try to delete any programs or folder you will be prompted with a dialog box to confirm the deletion 8 1 1 7 Import Use this option if you are importing a folder or a program file It will import all programs in the file into the selected folder 8 1 1 8 Export Use this option if you are exporting a folder or a program file If you selected a folder for export it exports the folder and its contents If you selected a program it will only export the program 8 1 1 9 Copy to Clipboard This option copies the program as a text format and keeps it in the clipboard for pasting to a text editing program 8 1 2 Manage Program The manage program have four select buttons New Program New Folder Undo Changes and Save Changes New program and New folder buttons function the same as the menu option accessed via a right mouse button press Refer to 8 1 1 1and 8 1 1 2 Selecting Undo Changes button cancels the revisions or edits
48. tored in each device and is invoked only by the ISY A controller device within the Scene folder is noted in RED italicized text When selected the same sets of sliders in the Scene folder are presented on the screen The difference is Copy from Scene Attributes from button is now made available so that you can copy the same ON level and ramp rates from the Scene folder Note that these settings are invoked by the controller and not the ISY Therefore attributes set in this level is completely independent of the attributes found in the Scene folder LL Pati t h o il gt tt DODDA Kitchan Under Cabinet Ba e iti y A IS EI E Sal Seil Del col Gol el FAFA FAFA lezlezleziezdecieziez A om H orf H Fast orf H se H e _ e Bento Dil 105 ne Ge tet itil EREA TO SE KR E DEE EE EE REES AGA rre Figure 39 Apply changes and Copy Attributes A scene can help create the right ambiance for a certain event by a simple click For example in Figure 40 we have created a movie scene The lights in the Living Room were set to be turned on at the desired light intensity while viewing a movie To populate a scene simply drag and drop INSTEON devices into the scene Remove Scene ER ER PR Rename Figure 41 Scene menu on a right mouse button click In Figure 42 Living Room Movie Scene you will find the detail screen of the devices assigned to the scene You can control or
49. ure 59 You can make the entry or adjustment in this screen To manually adjust the time and date a 295 f Click on the Adjust Date Time button you will be presented with the Adjust Date Time dialog Choose the Daylight Saving Mode if it applies Enter the time Choose the day you can click on the day buttons Choose the month and year using the left or right buttons Selecting left or right buttons lt or gt steps the month Selecting the double left and right lt lt or gt gt steps the year Click Ok The ISY date and time will be updated immediately to reflect the new date and time Figure 59 Adjust Date amp Time Dialog 9 3 Messaging Configuration The System Tab has Messaging Providers list This provides a list of companies which provide messaging services and the messaging method that is email or text message 9 3 1 Email Message To receive notifications via Email from the ISY select the Regular Email on the list This is the first entry on the Messaging Providers list Once Regular Email is selected you will be requested to enter the full email of the recipient at the entry field located at bottom of the list Enter the recipient s email address and select the Add button The recipient will be added to the recipients list which is located on the bottom right of the Messaging Configuration screen Make sure you select the Save button to store the list You may add up to 5 recipients but
50. w Scene button on the tool bar es Figure 12 New Scene Dialog You can drag and drop any one of the devices already linked to the system into any scene If you click and drag correctly you will see a plus sign next to the device you are dragging Dragging devices to scenes will not remove it from the master list of devices ISY Node or from other scene s they already belong to As such each device may belong to many scenes You can select multiple devices by holding down CNTRL key and selecting the devices with the mouse pointer Drag the selected devices and drop them into the scene folder A prompt screen to set which device is the controller or responder will be presented Select the device then click on the Controller Responder button to set the device This button toggles between responder and controller LingRm C Movie a Controller LingRm D Wall FP_Piano DMR a Responder LyngRm B Curio DMR a Responder LyngRm Overhead a Responder Figure 13 Confirm Add dialog or prompt A device assigned as the controller of the scene is the device that initiates the scene This device will control the responders according to the level and ramp rate settings It may take roughly 10 seconds to a few minutes to reprogram the device s to become part of a scene depending on the complexity and the number of other devices and especially controllers masters for that scene Figure 14 New Scene Dialog This operation perform
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