FCC ID: WR9EBSTATSI01 Smart Thermostat

Smart Si Thermostat Installation Manual CONTENTS GETTING STARTED Welcome Technical Support Before You Begin HVAC System Compatibility Information Specifications Wiring Requirements INSTALLING THE SMART Si THERMOSTAT Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the Smart Si Thermostat Step 4. Connect the Wiring Step 5. Power On HVAC Equipment 1 1 1 2 3 4 5 6 6 6 6 8 19 NAVIGATING THE MENUS CONFIGURING THE SMART Si THERMOSTAT Equipment Thresholds Test Equipment Reset HVAC Equipment Settings Performing a Hardware Reset Rebooting the Smart Si Thermostat Configuring Reminders and Alerts Alerts List of Alerts 3-YEAR LIMITED WARRANTY APPROVALS & COMPLIANCE 19 21 21 23 27 28 28 28 29 30 31 32 33 GETTING STARTED Welcome The ecobee Smart Si thermostat has been designed in partnership with HVAC contractors to ensure the installation process is simple and efficient. This 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 thermostats in your Contractor Portal. Technical Support Our technical support team is available to answer your questions at 1.877.932.6233, or via email at support@ecobee.com. 1 Before You Begin This product is intended to be installed by trained service professionals. This manual explains the procedures for installing the ecobee Smart Si thermostat. Please read it carefully before beginning the installation. For information on how to operate the ecobee Smart Si thermostat, please see the Smart Si Thermostat User Manual. The Smart Si thermostat is designed to be mounted on the homeowners wall in a convenient location. OK MENU BACK ecobee

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Caution: Disconnect electric power to the HVAC 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, contact your local waste-management authority for disposal instructions. Do not discard the old product in the regular trash. 2 HVAC System Compatibility Information The Smart Si thermostat is designed to operate with low-voltage heating and cooling systems. It is not designed for use with line-voltage or millivolt heating and cooling systems. The Smart Si thermostat supports:

Up to 2 heat and 2 cool stages on a conventional system. Up to 3 heat and 2 cool stages on a heat pump system. The ecobee Smart Si thermostat supports the following equipment:

Equipment Gas/Oil/Electric heating

(up to two stages) Heat pump with auxiliary heat

(up to three stages) Geothermal Heat Pump Dual fuel systems Standard electric cooling

(up to two stages) Boilers Supported?

Yes Yes Yes Yes Yes Yes 3 45 to 79 F (7 to 26 C) 45 to 92 F (14 to 33 C) 40 to 100 F (5 to 37 C) Specifications Temperature ranges Heat:

Cool:

Display:

Sensitivity: +/- 1 F (0.5 C) Operating: 32 to 130 F (0 to 55 C) Humidity Range Display:

Sensitivity: +/- 5% R.H. Operating: 5 to 95% R.H (non-condensing) Dimensions Thermostat: 5.5W x 3.25H x 1D

(139.5mm H x 82.5mm W x 25mm D) Power 24 VAC (3VA minimum) 20 to 90% R.H. 4 Wiring Requirements The following table shows the maximum wire lengths allowed:

Thermostat to HVAC Equipment 18 AWG 128 ft/380 m 20 AWG 80 ft/240 m 22 AWG 50 ft/150 m Terminal Description and Electrical Ratings Voltage N/A Terminal Description N/C Y W (O/B) Unused 1st stage compressor 30V AC 1st stage heating 30V AC or reversing valve changeover 30V AC Fan Cool transformer *

30V AC 30V AC Heat transformer *

30V AC Common 2nd stage compressor 30V AC 30V AC G RC RH C Y2 W2 (AUX) 2nd stage heating or 1st stage auxiliary heat Current Max N/A 3A 3A 3A 3A 3A 3A 3A 3A

* Factory jumper installed between RC and RH. Remove jumper for 2-transformer applications. See wiring diagrams for additional information. 5 INSTALLING THE SMART Si THERMOSTAT There are 5 steps to install the ecobee Smart Si thermostat:

Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the Smart Si Thermostat Step 4. Connect the Wiring Step 5. Power On HVAC Equipment Step 1. Power Off HVAC Equipment Before disconnecting the existing thermostat, or installing the Smart Si thermostat, disconnect the power to the heating and air conditioning equipment. Step 2. Remove Existing Thermostat Disconnect the wires to the existing thermostat and remove it from the wall (if you are installing the Smart Si thermostat in the same location). Step 3. Install the Smart Si Thermostat The ideal location for the thermostat is approximately 5 ft (1.5 m) above floor level in the main living area. Do not install the thermostat:

Close to sources of heat such as incandescent lights Near supply heating/cooling sources In direct sunlight On exterior, non-insulated or poorly insulated walls 6 In the kitchen or other areas of potentially high heat and/or humidity In an area that could restrict air flow To install the thermostat:

1. Gently separate the backplate from the thermostat. 2. Place the 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. W2 AUX Y2 C RH RC G W O/B Y N/C The solid color indicates mounting holes 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. It is recommended to use the included fasteners to ensure proper fitting of the front housing. 5. Use the included drywall plugs (or other suitable anchors) to ensure the thermostat can be mounted securely to the wall. 6. Fasten the backplate to the wall using the screws provided (or other suitable screws). 7 Step 4. Connect the Wiring You need to use low-voltage cable to connect the thermostat to the HVAC equipment. Check the wiring diagrams on pages 8 to 17 for the number of wires required. Note: There is a factory installed jumper between R/H and R/C. Ensure any unused wires do not have exposed bare copper conductors. To connect the thermostat to the equipment:

1. Connect the wires as shown in the wiring diagrams. 2. Attach the Smart Si thermostat to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. Wiring Diagrams The following diagrams show how to connect the thermostat terminals to various HVAC equipment. 8 1-stage Furnace Y W G R HUM C 1-stage AC 24V C Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat/cool 9 1-stage Furnace Y W G R HUM C 2-stage AC Y1 Y2 R C Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat, dual stage cool 10 2-stage Furnace Y1 W1 G W2 R Y2 HUM C W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat, single stage cool 1-stage AC 24V C Smart Si Thermostat 11 2-stage Furnace Y1 W1 G W2 R Y2 HUM C 2-stage AC Y1 Y2 R C Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat, dual stage cool 12 Air Handler O W Y/Y1 G R C 1-stage Heat Pump O W2 Y R C Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat pump with auxiliary heat 13 2-stage Heat Pump Air Handler O Y1 W2 Y2 R C Smart Si Thermostat O W Y/Y1 G R C W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat pump with auxiliary heat 14 Air Handler Y1 Y2 R C G 1-stage AC 24V C Boiler R C W Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Boiler with air handler and single-stage cool 15 Air Handler Y1 Y2 R C G 1-stage AC 24V C 2-stage Boiler R C W2 W1 Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Dual stage boiler with air handler and single stage cool 16 Air Handler 2-stage AC Y1 Y2 R C G Y1 Y2 R C Boiler R C W Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Single stage boiler with air handler, dual stage cool 17 Air Handler 2-stage AC Y1 Y2 R C G Y1 Y2 R C 2-stage Boiler R C W1 W2 Smart Si Thermostat W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Dual stage boiler with air handler, dual stage cool 18 Step 5. Power On HVAC Equipment After youve completed the wiring, you can apply power to the heating and air conditioning equipment. The Smart Si thermostat receives power from the equipment and will automatically power on. NAVIGATING THE MENUS The Smart Si thermostat has an easy-to-read color screen that displays all the information you need to configure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and configure settings. Using the Navigation Buttons The navigation buttons located on the right of the Smart Si thermostat let you select options and control the Smart Si thermostat.

(up) On the Home screen, press to increase the temperature set point by 1F

(0.5C). For menus, press to move up.

(down) On the Home screen, press to decrease the temperature set point by 1F

(0.5C). For menus, press to move down.

(left) On the Home screen, if Auto mode is enabled, press to switch between heat and cool set points. For menus, press to go back to the previous screen. OK 19

(right) On the Home screen, if Auto mode is enabled, press to switch between heat and cool set points. For menus, press to choose the currently highlighted option. OK On a menu screen, press OK to choose the currently highlighted option. If a configuration option is selected, pressing OK will keep its new value and return back to the previous screen. MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. BACK On a menu screen, press BACK to go back to the previous screen. MENU BACK On-Screen Keyboard If you need to type in any information, an on-

screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select to enter capital letters; select to enter commonly used symbols. If you make a mistake, press To keep your changes, select your changes, press BACK. to delete the text . To cancel 20 CONFIGURING THE SMART Si THERMOSTAT The first step after installing the Smart Si thermostat is to configure the settings for the various devices (such as a furnace or air conditioner) that are being connected. Equipment The Equipment settings let you configure the devices connected to the thermostat. Heat Pump This section lets you configure a heat pump with up to 2 heat/2 cool stages plus an auxiliary heat source. Geothermal heat pump Select Yes if you are using a geothermal heat pump. This helps the thermostat determine optimum performance and default settings. If you select No, the system will optimize the settings for an air-to-

air heat pump. OB 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 activate when there is call for heat. Min Cycle Off Time Configures the minimum compressor off time between cycles (240 to 900 seconds). Min Outdoor Temp Disables the compressor when the outside air temperature reaches the configured minimum setting. This performs two functions. It prevents the compressor To configure the equipment settings:

From the Home screen, press MENU. Select Settings Installation Settings. Select Equipment. Configure the devices connected to the thermostat. 21 from running 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 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly. Allow HP with Aux Heat 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. This setting is only available the Comp to Aux Temp Delta and Comp to Aux Runtime settings are both set to Auto (default) Furnace Allows you to enable and configure up to a 2-stage conventional heat source. If you have selected a heat pump as your primary source, this feature allows you to configure the 1st stage of auxiliary heat connected to the system. Furnace Type Allows you to configure the type of furnace. This helps the thermostat 22 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. Heat Fan Control Configures the furnace fan to be controlled by the Smart Si thermostat or the HVAC system during heat cycles. Normally the HVAC system controls the fan during heat cycles. Air Conditioner Configures up to 2 stages of air conditioning. If you require a second stage, you must enable the Y2 relay. Thresholds This section configures the temperature and time thresholds associated with the heating and cooling equipment. You must configure the Equipment settings

(page 10) before setting the thresholds. Only the applicable threshold settings will be displayed

(i.e. if no air conditioner is configured, you will not see the options related to air conditioners). Allow Auto Heat/Cool Enabling this option allows 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. The delta is adjustable from 2 to 10 F (1.1 to 5.5 C). The default value is 5 F (2.8 C). To configure threshold settings:

From the Home screen, press MENU. Select Settings Installation Settings. Select Thresholds. Configure the temperature threshold settings. 23 Compressor Settings Min Cycle Off Time Configures the compressor off time between cycles. This ensures the compressor does not short cycle

(which could affect the operating life of the system). This time is adjustable from 240900 seconds. Min Outdoor Temp Configures the minimum outside air temperature at which the compressor will be disabled. This performs two functions. It prevents the compressor from running 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 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly. Aux Heat Settings Max Outdoor Temperature Configures the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 F (26.5 C) in increments of 0.5F

(0.5C). The default value is 70F (21C). 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 shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range 24 is adjustable form 0 to 3 F (-17.5 to 26.5 C) in 0.5F (0.5C) increments. 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 home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. Cool Differential Temp The minimum difference between the current temperature and set temperature before the system calls for cool. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0 to 3 F (0.3 to 1.7 C) in 0.5F (0.3C) increments. 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. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. Advanced Settings These options customize how long each stage will run before the next stage turns 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. Reverse Staging If 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 25 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 heat or cool differential setting, stage 2 will disengage and stage 1 will remain running until the set point is meet. Stage 2 Temp Delta The minimum difference between the current temperature and the set temperature that will activate the auxiliary heat (regardless if the maximum run time of the previous stage was reached). Options are Auto (default) and 1 to 10 F (0.6 to 5.6 C). Stage 1 Max Runtime The maximum amount of time stage 1 will run before engaging the next stage. Options are Auto (default) and 10 to 120 minutes. Comp to Aux Temp Delta The maximum amount of time this stage will run before engaging the next stage. Options are Auto

(default) and 1 to 10 F (0.6 to 5.6 C). Comp to Aux Runtime 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 (default), Disabled, and 1 to 10 F (0.6 to 5.6C). Cool Min On Time Sets the minimum equipment run time in cool mode: 1 to 20 min

(default is 5 min). Heat Min On Time Sets the minimum equipment run time in heat mode: 1 to 20 min

(default is 5 min). 26 Temp Correction Lets you program an offset between the real temperature at thermostat and the displayed temperature. If you find that the temperature where the thermostat is located does not represent the room temperature, change the offset to compensate for the difference. The correct temperature is adjustable from +/- 10F in 0.5F (0.3C) increments. Installer Code To prevent accidental modifications to the installation settings, you can enable a 4-digit installer code. This code is pre-programmed to 3262. Test Equipment These options let you test the wiring and connections of the devices connected to the thermostat by turning them on or off. The equipment will turn off when you exit the menu.

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Warning: Compressor protection and minimum run-time features are not enforced while in this mode. To test the equipment:

From the Home screen, press MENU. Select Settings Installation Settings. Select Test Equipment. Select OK. Test the equipment connected to the thermostat by turning each component on and off. 27 To reset the Smart Si thermostat:

From the Home screen, press MENU. Select Settings Reset. Select HVAC Equipment Settings. Select Yes. Reset HVAC Equipment Settings You can quickly restore all HVAC equipment settings on the Smart Si thermostat back to their factory defaults. Any user setting (not related to the equipment installed) will remain unchanged. If you need to reset the entire thermostat back to its original factory default settings, including user settings and registration, select Reset All Settings instead. Performing a Hardware Reset In rare circumstances, static electricity or power surges may interrupt the operation of the thermostat, forcing a hardware reset. Rebooting the Smart Si Thermostat You can reboot the Smart Si thermostat by pressing the physical hardware reset button, located through an opening in the bottom left corner of the Smart Si thermostat. Rebooting will not alter programming or configuration options. Reset button 28 Configuring Reminders and Alerts The Reminders and Alerts list displays the reminders and alerts described below. HVAC Service The HVAC Service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This alert, along with technician contact information can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed in the web portal. You can set the Last Service date, turn the Reminder On or Off, and to set the Frequency of the maintenance interval in months. Furnace Filter Generates an alert for cleaning or changing the filter. You can set the Last Filter Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. UV Lamp Sets the reminder period for cleaning or replacing the UV lamp. You can set the Last Lamp Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. To configure Reminders and Alerts From the Home screen, press MENU. Select Reminders and Alerts. Configure the Reminder and Alert settings as required. 29 Alerts The Smart Si thermostat can generate alerts if the temperature in the home goes over or under a pre-

programmed level. This protects the home from damage due to freezing and/or excessive heat. This alert, along with optional technician contact information will be displayed on the screen. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed in the web portal. Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert. The range can be:

Off no alert will be generated. Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert. The range can be:

Off no alert will be generated. Set temperature range of 60 to 104 F (15.5 to 40 C). Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the Smart Si thermostat screen. Alerts will continue to be displayed on the web portal and sent via email. Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not be appear in the screen, web portal, or emails. 30 List of Alerts Below is a complete list of alerts. Depending on your configuration, some of these may not apply. Furnace Air Filter UV Lamp Low Temp Alert High Temp Alert Heat Not Responding Cool Not Responding Maintenance Reminder Auxiliary Heat Run Time Auxiliary Outdoor Temperature Furnace filter needs to be cleaned or changed. UV lamp needs to be changed. Temperature in the home is too low. Temperature in the home is too high. The system has failed to heat the home. The system has failed to cool the home. HVAC system due for regular maintenance. Auxiliary heat source is running too often. Your Smart Si thermostat auxiliary heat has been called to run when the outdoor temperature exceeds the programmed set point. 31 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 Si thermostat (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. 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 1-877-932-6233. 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, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, 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 1-877-932-6233 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 Customers credit card for the value of the replacement Product until ecobee has received the defective Product). Product should be returned to the following address: ecobee Customer Service, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, 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 Customers credit card; or

(c) ship the defective Product directly to ecobee, in which case Customer shall contact ecobee directly at 1-877-932-6233, 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:

was operated/stored in abnormal use or maintenance conditions;

was subject to abuse, neglect, electrical fault, improper handling, accident or acts 32 of nature;

was not installed by a licensed Heating Ventilating and Air Conditioning (HVAC) contractor; or was installed improperly. ecobees sole responsibility shall be to repair or replace the Product within the terms stated above. 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. 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 limited to the three-year duration of this limited warranty. No warranties, 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. from jurisdiction to jurisdiction. If you have any questions regarding this warranty, please write ecobee Customer Service, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, Canada. 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. FCC Compliance Statement This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off 33 and on, the user is encouraged to try to correct the interference by one or more of the following measures:

Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

1. This device may not cause harmful interference. 2. This device must accept any interference received, including interference that may cause undesired operation. Change or modifications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 20cm during normal operation. Industry Canada (IC) Compliance Notice:

This device complies with Industry Canada license-exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference, and 2. This device must accept any interference, including interference that may cause undesired operation of the device. Le prsent appareil est conforme aux CNR dIndustrie Canada applicable aux appareils radio exempts de licence. Lexploitation est autorise aux deux conditions suivantes:

1. lappareil ne doit pas produire de brouillage, et 2. lutilisateur de lappareil doit accepter tout brouillage radiolectrique subi, mme si le brouillage est susceptible den compromettre le fonctionnement. This Class B digital apparatus complies with Canadian ICES-003. Cet appareil numrique de la classe B est conforme la norme NMB-003 du Canada. FCC ID: WR9EBSTATSI01 IC: 7981A-EBSTATSI01 Warning: Changes or modifications not expressly approved by ecobee Inc. could void the users authority to operate the equipment. 34 RF Exposure Statement:

This equipment complies with IC RSS-102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. Cet quipement est conforme avec IC RSS-102 des limites d'exposition aux rayonnements dfinies pour un environnement non contrl. Cet metteur doit tre install au moins 20 cm de toute personne et ne doit pas tre colocalis ou fonctionner en association avec une autre antenne ou metteur. 35 Connect with us online

@ecobee facebook.com/ecobee Were here to help support@ecobee.com | 1.877.932.6233 2014 ecobee 250 University Avenue, Suite 400 Toronto, ON M5H 3E5, Canada ecobee is a registered trademark of ecobee inc. All rights reserved.

T2--WHS01 Legacy Line Wi--Fir Thermostat Installation Instructions NOTE: Read the entire instruction manual before starting the installation. TABLE OF CONTENTS INSTALLATION Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the Thermostat Step 4. Connect the Wiring Step 5. Power On the HVAC Equipment GETTING STARTED Safety Considerations Before You Begin HVAC System Compatibility Information Approvals FCC Compliance Statement Specifications Wiring Requirements

. Equipment Thresholds Test Equipment Reset HVAC Equipment Settings Performing a Hardware Reset Rebooting the thermostat Configuring Reminders and Alerts Alerts List of Alerts NAVIGATING THE MENUS CONFIGURING THE THERMOSTAT PAGE 1 1 2 3 4 4 6 7 8 8 8 8 10 20 21 23 23 25 28 29 29 29 30 31 32 GETTING STARTED Safety Considerations Improper installation, adjustment, alteration, service, maintenance, or use can cause explosion, fire, electrical shock, or other conditions which may cause death, personal injury or property damage. Consult a qualified installer, service agency or your distributor or branch for information or assistance. The qualified installer or agency must use factory--authorized kits or accessories when modifying this HVAC system. Refer to the individual instructions packaged with the kits or accessories when installing. Follow all safety codes. Wear safety glasses, protective clothing, and work gloves. Have a fire extinguisher available. Read these instructions thoroughly and follow all warnings and cautions included in literature and attached to the unit. Consult local building codes and the current edition of the National Electrical Code (NEC) NFPA 70. In Canada, refer to the current editions of the Canadian Electrical Code CSA C22.1. on the unit Recognize safety information. When you see this symbol and in instructions or manuals, be alert to the potential for personal injury. Understand the signal words DANGER, WARNING, and CAUTION. These words are used with the safety--alert symbol. DANGER identifies the most serious hazards, which will result in severe personal injury or death. WARNING signifies hazards, which could result in personal injury or death. CAUTION is used to identify unsafe practices, which may result in minor personal injury or product and property damage. NOTE is used to highlight suggestions which will result in enhanced installation, reliability, or operation. 1 Before You Begin This product is intended to be installed by trained service professionals. This manual explains the procedures for installing the Bryant Legacyt Line Wi--Fi Thermostat. Please read it carefully before beginning the installation. For information on how to operate the Legacy Line Wi--Fi Thermostat, please see the Legacy Line Wi--Fi Thermostat Owners Manual. The Legacy Line Wi--Fi Thermostat is designed to be mounted on the homeowners wall in a convenient location.

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CAUTION A13336 PERSONAL INJURY HAZARD Disconnect electric power to the HVAC 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, contact your disposal instructions. Do not discard the old product in the regular trash. local waste--management authority for 2 HVAC System Compatibility Information The Legacy Line Wi--Fi Thermostat is designed to operate with low--voltage heating and cooling systems. It is not designed for use with line--voltage or millivolt heating and cooling systems. The Legacy Line Wi--Fi Thermostat supports:

d Up to 2 heat and 2 cool stages on a conventional system. d Up to 3 heat and 2 cool stages on a heat pump system. The Legacy Line Wi--Fi Thermostat supports the following equipment:

Equipment Supported?

Gas / Oil / Electric heating

(up to two stages) Heat pump with auxiliary heat

(up to three stages) Geothermal Heat Pump Dual fuel systems Standard electric cooling

(up to two stages) Boilers YES YES YES YES YES YES 3 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. Federal Communications Commission (FCC) Compliance Notice:

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or 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:

d Reorient or relocate the receiving antenna. d Increase the separation between the equipment and receiver. d Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. d Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

1. This device may not cause harmful interference. 2. This device must accept any interference received, including inter-

ference that may cause undesired operation. Change or modifications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. 4 RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 20cm during normal operation. Industry Canada (IC) Compliance Notice:

This device complies with Industry Canada license--exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference, and 2. This device must accept any interference, including interference that may cause undesired operation of the device. This Class B digital apparatus complies with Canadian ICES--003. RF Exposure Statement:

This equipment complies with IC RSS--102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. 5 Specifications Temperature Ranges Heat:

Cool:

Display:

Sensitivity:

Operating 50 to 88 F (10 to 31 C) by default, adjustable from 50 to 90 F (10 to 32 C) 52 to 90 F (11 to 32 C) by default, adjustable from 50 to 90 F (10 to 32 C) 40 to 100 F (5 to 37 C)

+/-- 1 F (0.5 C) 32 to 130 F (0 to 55 C) Humidity Range Display:

20 to 90% R.H. Sensitivity:

+/-- 5% R.H. Operating:

5 to 95% R.H. (non--condensing) Dimensions Thermostat:

5.5 W x 3.25 H x 1 D

(139.5mm W x 82.5mm H x 25mm D) Power Consumption 24VAC (3VA maximum) 6 Wiring Requirements The following table shows the maximum wire lengths allowed:

Thermostat to HVAC Equipment 18 AWG 128 ft (380m) 20 AWG 80 ft (240m) 22 AWG 50 ft (150m) Terminal Description and Electrical Ratings Terminal N/C Y W (O/B) Voltage N/A 24V AC 24V AC Description Unused 1st Stage Compressor 1st Stage Heating or Reversing Valve Changeover Fan Common 2nd Stage Compressor 2nd Stage Heating or 1st Stage Aux Heat Current (Max) N/A 2A 2A 2A 2A 2A 2A 24V AC 24V AC 24V AC 24V AC G C Y2 W2 (AUX) NOTE: Factory jumper installed between RC and RH. Remove jumper for 2--transformer applications. See wiring diagrams for additional information. 7 INSTALLATION There are 5 steps to install the thermostat:

Step 1 Power Off HVAC Equipment Step 2 Remove Existing Thermostat Step 3 Install the Wi--Fi Thermostat Step 4 Connect the Wiring Step 5 Power On HVAC Equipment Step 1. Power Off HVAC Equipment Before disconnecting the existing thermostat, or installing the Legacy Line Wi--Fi Thermostat, disconnect the power to the heating and air conditioning equipment. Step 2. Remove Existing Thermostat Disconnect the wires to the existing thermostat and remove it from the wall. Step 3. Install the Legacy Line Wi--Fi Thermostat The ideal location for the thermostat is approximately 5 ft (1.5 m) above floor level in the main living area. Do not install the thermostat:

d Close to sources of heat such as incandescent lights d Near supply heating/cooling sources d d On exterior, non--insulated or poorly insulated walls d In direct sunlight In the kitchen or other areas of potentially high heat and/or hu-

midity In an area that could restrict air flow d 8 To install the thermostat:

3. Gently separate the backplate from the thermostat. 4. Place the thermostat backplate on the wall. Make sure that any ex-

isting wires can be inserted through the opening on the backplate. 5. Using the backplate as a template, mark the location of the mount-

ing holes on the wall as shown below. W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 1 -- The solid color indicates mounting holes A13338 6. Move the backplate out of the way and make holes where indicat-

ed in Step 3. The mounting holes can accommodate a #6 pan--

head screw. It is recommended to use the included fasteners to en-

sure proper fitting of the front housing. 7. Use the included drywall plugs (or other suitable anchors) to en-

sure the thermostat can be mounted securely to the wall. 8. Fasten the backplate to the wall using the screws provided (or oth-

er suitable screws). 9 Step 4. Connect the Wiring You need to use low--voltage cable to connect the thermostat to the HVAC equipment. Check the wiring diagrams on the proceeding pages for the number of wires required. NOTE: There is a factory installed jumper between R/H and R/C. Ensure any unused wires do not have exposed bare copper conductors. To connect the thermostat to the equipment:

1. Connect the wires as shown in the wiring diagrams. 2. Attach the The Legacy Line Wi--Fi Thermostat to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. Wiring Diagrams The following diagrams show how to connect the thermostat terminals to various HVAC equipment. 10 1-stage AC 24V C 1-stage Furnace Y W G R HUM C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 2 -- Single Stage Heat / Cool A13339 11 2-stage AC Y1 Y2 R C 1-stage Furnace Y2 Y W G R HUM C

*

*

W2 AUX Y2 C RH RC G W O/B Y N/C

*Y2, HUM connections on furnace may not be available Fig. 3 -- Single Stage Heat, Dual Stage Cool A13340 12 2-stage Furnace Y1 W1 G W2 R Y2 HUM C 1-stage AC 24V C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 4 -- Dual Stage Heat, Single Stage Cool A13341 13 2-stage AC Y1 Y2 R C 2-stage Furnace Y1 W1 G W2 R Y2 HUM C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 5 -- Dual Stage Heat, Dual Stage Cool A13342 14 1-stage Heat Pump O W2 Y R C Fan Coil O W Y/Y2 G R C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 6 -- Single Stage Heat Pump with Auxiliary Heat A13343 15 2-stage Heat Pump O Y1 W2 Y2 R C Fan Coil

*

Y2 O W Y1 G R C W2 AUX Y2 C RH RC G W O/B Y N/C

*Y2 connection on fan coil may not be available Fig. 7 -- Dual Stage Heat Pump with Auxiliary Heat A13344 16 Fan Coil Y1 Y2 R C G 1-stage AC 24V C Boiler R C W W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 8 -- Boiler with Fan Coil and Single Stage Cool A13345 17 2-stage Boiler R C W2 W1 Fan Coil Y1 Y2 R C G 1-stage AC 24V C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 9 -- Dual Stage Boiler with Fan Coil and Single Stage Cool A13346 18 Boiler R C W Fan Coil 2-stage AC Y1 Y2 R C G Y1 Y2 R C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 10 -- Single Stage Boiler with Fan Coil, Dual Stage Cool A13347 19 2-stage Boiler R C W1 W2 Fan Coil 2-stage AC Y1 Y2 R C G Y1 Y2 R C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 11 -- Dual Stage Boiler with Fan Coil, Dual Stage Cool A13348 Step 5. Power On HVAC Equipment After youve completed the wiring, you can apply power to the heating and air conditioning equipment. The Legacy Line Wi--Fi Thermostat receives power from the equipment and will automatically power on. 20 NAVIGATING THE MENUS The Legacy Line Wi--Fi Thermostat has an easy--to--read color screen that displays all the information you need to configure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and configure settings. Using the Navigation Buttons The navigation buttons located on the right of the Legacy Line Wi--Fi Thermostat let you select options and control the thermostat. OK A13356 d Y (up) On the Home screen, press Y to increase the temperature set point by 1 F (0.5 C). For menus, press Y to move up. d B (down) On the Home screen, press B to decrease the tempera-

ture set point by 1 F (0.5 C). For menus, press B to move down. d A (left) On the Home screen, if Auto mode is enabled, press A to switch between heat and cool set points. For menus, press A to go back to the previous screen. d " (right) On the Home screen, if Auto mode is enabled, press "

to switch between heat and cool set points. For menus, press " to choose the currently highlighted option. d OK On a menu screen, press OK to choose the currently high-

lighted option. If a configuration option is selected, pressing OK will keep its new value and return back to the previous screen. 21 d MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. MENU d BACK On a menu screen, press BACK to go back to the previ-

ous screen. A13357 BACK A13358 On--Screen Keyboard If you need to type in any information, an on--screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select the [Caps] key to enter capital letters; select the [&@#] key to enter commonly used symbols. If you make a mistake, press the [X]

backspace key to delete the text. To keep your changes, select Save. To cancel your changes, press BACK. 22 Configuring the Thermostat The first step after installing the Legacy Line Wi--Fi Thermostat is to configure the settings for the various devices (such as a furnace or air conditioner) that are being connected. Equipment The Equipment settings let you configure the devices connected to the thermostat. To configure the equipment settings:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Equipment. Configure the devices connected to the thermostat. Heat Pump This section lets you configure a heat pump with up to 2 heat/2 cool stages plus an auxiliary heat source. d Geothermal heat pump Select Yes if you are using a geothermal heat pump. This helps the thermostat determine optimum perfor-

mance and default settings. If you select No, the system will opti-

mize the settings for an air--to--air heat pump. d OB energize on cool If you choose Yes, the reversing valve out-

put (O/B terminal) will activate when there is a call for cooling. If you select No, the relay will activate when there is call for heat. d Min Cycle Off Time Configures the minimum compressor off time between cycles (240 to 900 seconds). d Min Outdoor Temp Disables the compressor when the outside air temperature reaches the configured minimum setting. This performs two functions. It prevents the compressor from running when the outdoor temperature is too low, thus resulting in dam-

age to the compressor. You can also set this value to determine when you want the auxiliary heat (if installed) to engage to help 23 meet the set temperature. The temperature range is adjustable from 0 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an Internet connection for this feature to operate properly. d Allow HP with Aux Heat 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 thermo-

stat will shutdown the heat pump and energize the auxiliary heat to meet the set point. This option should also be used for installa-

tion where the heat pump evaporator coil is upstream from the source of auxiliary heat. This setting is only available when the Comp to Aux Temp Delta and Comp to Aux Runtime settings are both set to Auto (default). Furnace Allows you to enable and configure up to a 2--stage conventional heat source. If you have selected a heat pump as your primary source, this feature allows you to configure the 1st stage of auxiliary heat connected to the system. d Furnace Type Allows you to configure the type of furnace. This helps the thermostat 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. d Heat Fan Control Configures the furnace fan to be controlled by the thermostat or the HVAC system during heat cycles. Normally the HVAC system controls the fan during heat cycles. Air Conditioner Configures up to 2 stages of air conditioning. If you require a second stage, you must enable the Y2 relay. 24 Thresholds This section configures the temperature and time thresholds associated with the heating and cooling equipment. You must configure the Equipment settings (page 22) before setting the thresholds. Only the applicable threshold settings will be displayed (i.e. if no air conditioner is configured, you will not see the options related to air conditioners). To configure threshold settings:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Thresholds. Configure the temperature threshold settings. Allow Auto Heat/Cool Enabling this option allows 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. The delta is adjustable from 2 to 10 F (1.1 to 5.5 C). The default value is 5 F (2.8 C). Compressor Settings d Min Cycle Off Time Configures the compressor off time be-

tween cycles. This ensures the compressor does not short cycle

(which could affect the operating life of the system). This time is adjustable from 240900 seconds. d Min Outdoor Temp Configures the minimum outside air tem-

perature at which the compressor will be disabled. This performs two functions. It prevents the compressor from running when the outdoor temperature is too low, thus resulting in damage to the compressor. You can also set this value to determine when you 25 want the auxiliary heat (if installed) to engage to help meet the set temperature. The temperature range is adjustable from 0 to 65 F

(17.8 to 18.3 C) or can be completely disabled. Note: You need an Internet connection for this feature to operate properly. Aux Heat Settings d Max Outdoor Temperature Configures the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 F

(26.5 C) in increments of 0.5 F (0.3 C). The default value is 70 F (21 C). Common Heat/Cool Settings d Heat Differential Temp The minimum difference between the current temperature and set temperature before the system calls for heat. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0 to 3 F (--17.5 to 26.5 C) in 0.5 F

(0.3 C) increments. d 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 home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. d Cool Differential Temp The minimum difference between the current temperature and set temperature before the system calls for cool. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0 to 3 F (0.3 to 1.7 C) in 0.5 F (0.3 C) increments. d 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. The time is adjustable from 0 to 900 seconds. The de-

fault value is 30 seconds. 26 Advanced Settings These options customize how long each stage will run before the next stage turns 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. d Reverse Staging If enabled, the thermostat will cycle down from the higher stages so that when it approaches set point it will only be running in stage 1. The thermostat calculates which stage to start the HVAC equipment in depending on the indoor tempera-

ture and set point temperature delta. 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 heat or cool differential setting, stage 2 will disengage and stage 1 will remain running until the set point is met. d Stage 2 Temp Delta The minimum difference between the cur-

rent temperature and the set temperature that will activate the auxiliary heat (regardless if the maximum run time of the previ-

ous stage was reached). Options are Auto (default) and 1 to 10 F

(0.6 to 5.6 C). d Stage 1 Max Runtime The maximum amount of time stage 1 will run before engaging the next stage. Options are Auto (de-

fault) and 10 to 120 minutes. d Comp to Aux Runtime The maximum amount of time this stage will run before engaging the next stage. Options are Auto (de-

fault) and 1 to 10 F (0.6 to 5.6 C). d 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 (default), Disabled, and 1 to 10 F (0.6 to 5.6 C). d Cool Min On Time Sets the minimum equipment run time in cool mode: 1 to 20 min (default is 5 min). d Heat Min On Time Sets the minimum equipment run time in heat mode: 1 to 20 min (default is 5 min). 27 Temp Correction Lets you program an offset between the real temperature at thermostat and the displayed temperature. If you find that the temperature where the thermostat is located does not represent the room temperature, change the offset to compensate for the difference. The correct temperature is adjustable from +/-- 10 F in 0.5 F (0.3 C) increments. Installer Code To prevent accidental modifications to the installation settings, you can enable a 4--digit installer code. This code is pre--programmed to 3262. Test Equipment These options let you test the wiring and connections of the devices connected to the thermostat by turning them on or off. The equipment will turn off when you exit the menu.

! WARNING EQUIPMENT DAMAGE HAZARD Failure to follow this warning could result damage. Compressor protection and minimum run--time features are not enforced while in this mode. in equipment To test the equipment:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Test Equipment. Select OK. Test the equipment connected to the thermostat by turning each component on and off. 28 Reset HVAC Equipment Settings You can quickly restore all HVAC equipment settings on the thermostat back to their factory defaults. Any user setting (not related to the equipment installed) will remain unchanged. If you need to reset the entire thermostat back to its original factory default settings, including user settings and registration, select Reset All Settings instead. To reset the Legacy Line Wi--Fi Thermostat:

From the Home screen, press MENU. Select Settings " Reset. Select HVAC Equipment Settings. Select Yes. Performing a Hardware Reset In rare circumstances, static electricity or power surges may interrupt the operation of the thermostat, forcing a hardware reset. Rebooting the Legacy Line Wi--Fi Thermostat You can reboot the thermostat by removing the thermostat carefully from the wall, wait three seconds and reattach to the thermostat wall plate. The thermostat will reboot but will not alter programming or configuration options. 29 Configuring Reminders and Alerts The Reminders and Alerts list displays the reminders and alerts that help the homeowner know when to perform periodic maintenance. NOTE: In order to utilize and receive email alerts, this thermostat must be connected to the Internet via a Wi--Fi signal and the end--user must have a valid email address. HVAC Service The HVAC Service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This reminder, along with technician contact information, can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed on the Web Portal. You can set the Last Service date, turn the Reminder On or Off, and set the Frequency of the maintenance interval in months. Furnace Filter Generates an alert that indicates it is time to clean or replace the filter on the furnace. You can set the Last Filter Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. UV Lamp If the HVAC system uses a UV lamp for air purification, the Legacy Line Wi--Fi Thermostat can generate an alert indicating that it is time to clean or replace the lamp. You can set the Last Lamp Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. 30 Alerts The Legacy Line Wi--Fi Thermostat can generate alerts if the temperature in the home goes over or under a pre--programmed level. This alert, along with optional technician contact information, will be displayed on the screen. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed on the Web Portal. Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert. The range can be:

d Off no alert will be generated. d Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert. The range can be:

d Off no alert will be generated. d Set temperature range of 60 to 104 F (15.5 to 40 C). Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the Legacy Line Wi--Fi Thermostat screen. Alerts will continue to be displayed on the Web Portal and sent via email. Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not appear in the screen, Web Portal, or emails. 31 List of Alerts Below is a complete list of alerts. Depending on your configuration, some of these may not apply. Furnace Air Filter UV Lamp Low Temp Alert High Temp Alert Heat Not Responding Cool Not Responding Maintenance Reminder Furnace filter needs to be cleaned or changed. UV lamp needs to be changed. Temperature in the home is too low. Temperature in the home is too high. The system has failed to heat the home. The system has failed to cool the home. HVAC system due for regu-

lar maintenance. Auxiliary Heat Run Time Auxiliary heat source is Auxiliary Outdoor Temperature running too often. Your Legacy Line Wi--Fi Thermostat auxiliary heat has been called to run when the outdoor temperature ex-

ceeds the programmed set point. 32 www.Bryant.com S 1--800--428--4326 E2016 Bryant Heating & Cooling Systems 7310 W. Morris St. Edition Date: 1/16 Manufacturer reserves the right to change, at any time, specifications and designs without notice and without obligations. Indianapolis, IN 46231 Catalog No: IIT2---WHS---02 Replaces: IIT2--- WHS--- 01

TC-WHS01 Comfort Series Wi-Fir Thermostat Installation Instructions NOTE: Read the entire instruction manual before starting the installation. TABLE OF CONTENTS INSTALLATION Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the Thermostat Step 4. Connect the Wiring Step 5. Power On the HVAC Equipment GETTING STARTED Safety Considerations Before You Begin HVAC System Compatibility Information Approvals FCC Compliance Statement Specifications Wiring Requirements

. Equipment Thresholds Test Equipment Reset HVAC Equipment Settings Performing a Hardware Reset Rebooting the thermostat Configuring Reminders and Alerts Alerts List of Alerts NAVIGATING THE MENUS CONFIGURING THE THERMOSTAT PAGE 1 1 2 3 4 4 6 7 8 8 8 8 10 20 21 23 23 25 28 29 29 29 30 31 32 GETTING STARTED Safety Considerations Improper installation, adjustment, alteration, service, maintenance, or use can cause explosion, fire, electrical shock, or other conditions which may cause death, personal injury or property damage. Consult a qualified installer, service agency or your distributor or branch for information or assistance. The qualified installer or agency must use factory--authorized kits or accessories when modifying this HVAC system. Refer to the individual instructions packaged with the kits or accessories when installing. Follow all safety codes. Wear safety glasses, protective clothing, and work gloves. Have a fire extinguisher available. Read these instructions thoroughly and follow all warnings and cautions included in literature and attached to the unit. Consult local building codes and the current edition of the National Electrical Code (NEC) NFPA 70. In Canada, refer to the current editions of the Canadian Electrical Code CSA C22.1. on the unit Recognize safety information. When you see this symbol and in instructions or manuals, be alert to the potential for personal injury. Understand the signal words DANGER, WARNING, and CAUTION. These words are used with the safety--alert symbol. DANGER identifies the most serious hazards, which will result in severe personal injury or death. WARNING signifies hazards, which could result in personal injury or death. CAUTION is used to identify unsafe practices, which may result in minor personal injury or product and property damage. NOTE is used to highlight suggestions which will result in enhanced installation, reliability, or operation. 1 Before You Begin This product is intended to be installed by trained service professionals. installing the Carrier This manual explains Comfortt Series Wi--Fi Thermostat. Please read it carefully before beginning the installation. the procedures for For information on how to operate the Comfort Series Wi--Fi Thermostat, please see the Comfort Series Wi--Fi Thermostat Owners Manual. The Comfort Series Wi--Fi Thermostat is designed to be mounted on the homeowners wall in a convenient location.

!

CAUTION A13335 PERSONAL INJURY HAZARD Disconnect electric power to the HVAC 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, contact your disposal instructions. Do not discard the old product in the regular trash. local waste--management authority for 2 HVAC System Compatibility Information The Comfort Series Wi--Fi Thermostat is designed to operate with low--voltage heating and cooling systems. It is not designed for use with line--voltage or millivolt heating and cooling systems. The Comfort Series Wi--Fi Thermostat supports:

d Up to 2 heat and 2 cool stages on a conventional system. d Up to 3 heat and 2 cool stages on a heat pump system. The Comfort Series Wi--Fi Thermostat equipment:

supports the following Equipment Supported?

Gas / Oil / Electric heating

(up to two stages) Heat pump with auxiliary heat

(up to three stages) Geothermal Heat Pump Dual fuel systems Standard electric cooling

(up to two stages) Boilers YES YES YES YES YES YES 3 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. Federal Communications Commission (FCC) Compliance Notice:

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or 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:

d Reorient or relocate the receiving antenna. d Increase the separation between the equipment and receiver. d Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. d Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

1. This device may not cause harmful interference. 2. This device must accept any interference received, including inter-

ference that may cause undesired operation. Change or modifications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. 4 RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 20cm during normal operation. Industry Canada (IC) Compliance Notice:

This device complies with Industry Canada license--exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference, and 2. This device must accept any interference, including interference that may cause undesired operation of the device. This Class B digital apparatus complies with Canadian ICES--003. RF Exposure Statement:

This equipment complies with IC RSS--102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. 5 Specifications Temperature Ranges Heat:

Cool:

Display:

Sensitivity:

Operating 50 to 88 F (10 to 31 C) by default, adjustable from 50 to 90 F (10 to 32 C) 52 to 90 F (11 to 32 C) by default, adjustable from 50 to 90 F (10 to 32 C) 40 to 100 F (5 to 37 C)

+/-- 1 F (0.5 C) 32 to 130 F (0 to 55 C) Humidity Range Display:

20 to 90% R.H. Sensitivity:

+/-- 5% R.H. Operating:

5 to 95% R.H. (non--condensing) Dimensions Thermostat:

5.5 W x 3.25 H x 1 D

(139.5mm W x 82.5mm H x 25mm D) Power Consumption 24VAC (3VA maximum) 6 Wiring Requirements The following table shows the maximum wire lengths allowed:

Thermostat to HVAC Equipment 18 AWG 128 ft (380m) 20 AWG 80 ft (240m) 22 AWG 50 ft (150m) Terminal Description and Electrical Ratings Terminal N/C Y W (O/B) Voltage N/A 24V AC 24V AC Description Unused 1st Stage Compressor 1st Stage Heating or Reversing Valve Changeover Fan Common 2nd Stage Compressor 2nd Stage Heating or 1st Stage Aux Heat Current (Max) N/A 2A 2A 2A 2A 2A 2A 24V AC 24V AC 24V AC 24V AC G C Y2 W2 (AUX) NOTE: Factory jumper installed between RC and RH. Remove jumper for 2--transformer applications. See wiring diagrams for additional information. 7 INSTALLATION There are 5 steps to install the thermostat:

Step 1 Power Off HVAC Equipment Step 2 Remove Existing Thermostat Step 3 Install the Wi--Fi Thermostat Step 4 Connect the Wiring Step 5 Power On HVAC Equipment Step 1. Power Off HVAC Equipment Before disconnecting the existing thermostat, or installing the Comfort Series Wi--Fi Thermostat, disconnect the power to the heating and air conditioning equipment. Step 2. Remove Existing Thermostat Disconnect the wires to the existing thermostat and remove it from the wall. Step 3. Install the Comfort Series Wi--Fi Thermostat The ideal location for the thermostat is approximately 5 ft (1.5 m) above floor level in the main living area. Do not install the thermostat:

d Close to sources of heat such as incandescent lights d Near supply heating/cooling sources d d On exterior, non--insulated or poorly insulated walls d In direct sunlight In the kitchen or other areas of potentially high heat and/or hu-

midity In an area that could restrict air flow d 8 To install the thermostat:

3. Gently separate the backplate from the thermostat. 4. Place the thermostat backplate on the wall. Make sure that any ex-

isting wires can be inserted through the opening on the backplate. 5. Using the backplate as a template, mark the location of the mount-

ing holes on the wall as shown below. W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 1 -- The solid color indicates mounting holes A13338 6. Move the backplate out of the way and make holes where indicat-

ed in Step 3. The mounting holes can accommodate a #6 pan--

head screw. It is recommended to use the included fasteners to en-

sure proper fitting of the front housing. 7. Use the included drywall plugs (or other suitable anchors) to en-

sure the thermostat can be mounted securely to the wall. 8. Fasten the backplate to the wall using the screws provided (or oth-

er suitable screws). 9 Step 4. Connect the Wiring You need to use low--voltage cable to connect the thermostat to the HVAC equipment. Check the wiring diagrams on the proceeding pages for the number of wires required. NOTE: There is a factory installed jumper between R/H and R/C. Ensure any unused wires do not have exposed bare copper conductors. To connect the thermostat to the equipment:

1. Connect the wires as shown in the wiring diagrams. 2. Attach the The Comfort Series Wi--Fi Thermostat to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. Wiring Diagrams The following diagrams show how to connect the thermostat terminals to various HVAC equipment. 10 1-stage AC 24V C 1-stage Furnace Y W G R HUM C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 2 -- Single Stage Heat / Cool A13339 11 2-stage AC Y1 Y2 R C 1-stage Furnace Y2 Y W G R HUM C

*

*

W2 AUX Y2 C RH RC G W O/B Y N/C

*Y2, HUM connections on furnace may not be available Fig. 3 -- Single Stage Heat, Dual Stage Cool A13340 12 2-stage Furnace Y1 W1 G W2 R Y2 HUM C 1-stage AC 24V C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 4 -- Dual Stage Heat, Single Stage Cool A13341 13 2-stage AC Y1 Y2 R C 2-stage Furnace Y1 W1 G W2 R Y2 HUM C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 5 -- Dual Stage Heat, Dual Stage Cool A13342 14 1-stage Heat Pump O W2 Y R C Fan Coil O W Y/Y2 G R C W2 AUX Y2 C RH RC G W O/B Y N/C Fig. 6 -- Single Stage Heat Pump with Auxiliary Heat A13343 15 2-stage Heat Pump O Y1 W2 Y2 R C Fan Coil

*

Y2 O W Y1 G R C W2 AUX Y2 C RH RC G W O/B Y N/C

*Y2 connection on fan coil may not be available Fig. 7 -- Dual Stage Heat Pump with Auxiliary Heat A13344 16 Fan Coil Y1 Y2 R C G 1-stage AC 24V C Boiler R C W W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 8 -- Boiler with Fan Coil and Single Stage Cool A13345 17 2-stage Boiler R C W2 W1 Fan Coil Y1 Y2 R C G 1-stage AC 24V C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 9 -- Dual Stage Boiler with Fan Coil and Single Stage Cool A13346 18 Boiler R C W Fan Coil 2-stage AC Y1 Y2 R C G Y1 Y2 R C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 10 -- Single Stage Boiler with Fan Coil, Dual Stage Cool A13347 19 2-stage Boiler R C W1 W2 Fan Coil 2-stage AC Y1 Y2 R C G Y1 Y2 R C W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Fig. 11 -- Dual Stage Boiler with Fan Coil, Dual Stage Cool A13348 Step 5. Power On HVAC Equipment After youve completed the wiring, you can apply power to the heating and air conditioning equipment. The Comfort Series Wi--Fi Thermostat receives power from the equipment and will automatically power on. 20 NAVIGATING THE MENUS The Comfort Series Wi--Fi Thermostat has an easy--to--read color screen that displays all the information you need to configure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and configure settings. Using the Navigation Buttons The navigation buttons located on the right of the Comfort Series Wi--Fi Thermostat let you select options and control the thermostat. OK A13356 d Y (up) On the Home screen, press Y to increase the temperature set point by 1 F (0.5 C). For menus, press Y to move up. d B (down) On the Home screen, press B to decrease the tempera-

ture set point by 1 F (0.5 C). For menus, press B to move down. d A (left) On the Home screen, if Auto mode is enabled, press A to switch between heat and cool set points. For menus, press A to go back to the previous screen. d " (right) On the Home screen, if Auto mode is enabled, press "

to switch between heat and cool set points. For menus, press " to choose the currently highlighted option. d OK On a menu screen, press OK to choose the currently high-

lighted option. If a configuration option is selected, pressing OK will keep its new value and return back to the previous screen. 21 d MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. MENU d BACK On a menu screen, press BACK to go back to the previ-

ous screen. A13357 BACK A13358 On--Screen Keyboard If you need to type in any information, an on--screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select the [Caps] key to enter capital letters; select the [&@#] key to enter commonly used symbols. If you make a mistake, press the [X]

backspace key, to delete the text. To keep your changes, select Save. To cancel your changes, press BACK. 22 Configuring the Thermostat The first step after installing the Comfort Series Wi--Fi Thermostat is to configure the settings for the various devices (such as a furnace or air conditioner) that are being connected. Equipment The Equipment settings let you configure the devices connected to the thermostat. To configure the equipment settings:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Equipment. Configure the devices connected to the thermostat. Heat Pump This section lets you configure a heat pump with up to 2 heat/2 cool stages plus an auxiliary heat source. d Geothermal heat pump Select Yes if you are using a geothermal heat pump. This helps the thermostat determine optimum perfor-

mance and default settings. If you select No, the system will opti-

mize the settings for an air--to--air heat pump. d OB energize on cool If you choose Yes, the reversing valve out-

put (O/B terminal) will activate when there is a call for cooling. If you select No, the relay will activate when there is call for heat. d Min Cycle Off Time Configures the minimum compressor off time between cycles (240 to 900 seconds). d Min Outdoor Temp Disables the compressor when the outside air temperature reaches the configured minimum setting. This performs two functions. It prevents the compressor from running when the outdoor temperature is too low, thus resulting in dam-

age to the compressor. You can also set this value to determine when you want the auxiliary heat (if installed) to engage to help 23 meet the set temperature. The temperature range is adjustable from 0 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an Internet connection for this feature to operate properly. d Allow HP with Aux Heat 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 thermo-

stat will shutdown the heat pump and energize the auxiliary heat to meet the set point. This option should also be used for installa-

tion where the heat pump evaporator coil is upstream from the source of auxiliary heat. This setting is only available when the Comp to Aux Temp Delta and Comp to Aux Runtime settings are both set to Auto (default). Furnace Allows you to enable and configure up to a 2--stage conventional heat source. If you have selected a heat pump as your primary source, this feature allows you to configure the 1st stage of auxiliary heat connected to the system. d Furnace Type Allows you to configure the type of furnace. This helps the thermostat 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. d Heat Fan Control Configures the furnace fan to be controlled by the thermostat or the HVAC system during heat cycles. Normally the HVAC system controls the fan during heat cycles. Air Conditioner Configures up to 2 stages of air conditioning. If you require a second stage, you must enable the Y2 relay. 24 Thresholds This section configures the temperature and time thresholds associated with the heating and cooling equipment. You must configure the Equipment settings (page 22) before setting the thresholds. Only the applicable threshold settings will be displayed (i.e. if no air conditioner is configured, you will not see the options related to air conditioners). To configure threshold settings:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Thresholds. Configure the temperature threshold settings. Allow Auto Heat/Cool Enabling this option allows 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. The delta is adjustable from 2 to 10 F (1.1 to 5.5 C). The default value is 5 F (2.8 C). Compressor Settings d Min Cycle Off Time Configures the compressor off time be-

tween cycles. This ensures the compressor does not short cycle

(which could affect the operating life of the system). This time is adjustable from 240900 seconds. d Min Outdoor Temp Configures the minimum outside air tem-

perature at which the compressor will be disabled. This performs two functions. It prevents the compressor from running when the outdoor temperature is too low, thus resulting in damage to the compressor. You can also set this value to determine when you 25 want the auxiliary heat (if installed) to engage to help meet the set temperature. The temperature range is adjustable from 0 to 65 F

(17.8 to 18.3 C) or can be completely disabled. Note: You need an Internet connection for this feature to operate properly. Aux Heat Settings d Max Outdoor Temperature Configures the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 F

(26.5 C) in increments of 0.5 F (0.3 C). The default value is 70 F (21 C). Common Heat/Cool Settings d Heat Differential Temp The minimum difference between the current temperature and set temperature before the system calls for heat. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0 to 3 F (--17.5 to 26.5 C) in 0.5 F

(0.3 C) increments. d 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 home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. d Cool Differential Temp The minimum difference between the current temperature and set temperature before the system calls for cool. A smaller difference means shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable from 0 to 3 F (0.3 to 1.7 C) in 0.5 F (0.3 C) increments. d 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. The time is adjustable from 0 to 900 seconds. The de-

fault value is 30 seconds. 26 Advanced Settings These options customize how long each stage will run before the next stage turns 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. d Reverse Staging If enabled, the thermostat will cycle down from the higher stages so that when it approaches set point it will only be running in stage 1. The thermostat calculates which stage to start the HVAC equipment in depending on the indoor tempera-

ture and set point temperature delta. 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 heat or cool differential setting, stage 2 will disengage and stage 1 will remain running until the set point is met. d Stage 2 Temp Delta The minimum difference between the cur-

rent temperature and the set temperature that will activate the auxiliary heat (regardless if the maximum run time of the previ-

ous stage was reached). Options are Auto (default) and 1 to 10 F

(0.6 to 5.6 C). d Stage 1 Max Runtime The maximum amount of time stage 1 will run before engaging the next stage. Options are Auto (de-

fault) and 10 to 120 minutes. d Comp to Aux Runtime The maximum amount of time this stage will run before engaging the next stage. Options are Auto (de-

fault) and 1 to 10 F (0.6 to 5.6 C). d 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 (default), Disabled, and 1 to 10 F (0.6 to 5.6 C). d Cool Min On Time Sets the minimum equipment run time in cool mode: 1 to 20 min (default is 5 min). d Heat Min On Time Sets the minimum equipment run time in heat mode: 1 to 20 min (default is 5 min). 27 Temp Correction Lets you program an offset between the real temperature at thermostat and the displayed temperature. If you find that the temperature where the thermostat is located does not represent the room temperature, change the offset to compensate for the difference. The correct temperature is adjustable from +/-- 10 F in 0.5 F (0.3 C) increments. Installer Code To prevent accidental modifications to the installation settings, you can enable a 4--digit installer code. This code is pre--programmed to 3262. Test Equipment These options let you test the wiring and connections of the devices connected to the thermostat by turning them on or off. The equipment will turn off when you exit the menu.

! WARNING EQUIPMENT DAMAGE HAZARD Failure to follow this warning could result damage. Compressor protection and minimum run--time features are not enforced while in this mode. in equipment To test the equipment:

From the Home screen, press MENU. Select Settings " Installation Settings. Select Test Equipment. Select OK. Test the equipment connected to the thermostat by turning each component on and off. 28 Reset HVAC Equipment Settings You can quickly restore all HVAC equipment settings on the thermostat back to their factory defaults. Any user setting (not related to the equipment installed) will remain unchanged. If you need to reset the entire thermostat back to its original factory default settings, including user settings and registration, select Reset All Settings instead. To reset the Comfort Series Wi--Fi Thermostat:

From the Home screen, press MENU. Select Settings " Reset. Select HVAC Equipment Settings. Select Yes. Performing a Hardware Reset In rare circumstances, static electricity or power surges may interrupt the operation of the thermostat, forcing a hardware reset. Rebooting the Comfort Series Wi--Fi Thermostat You can reboot the thermostat by removing the thermostat carefully from the wall, wait three seconds and reattach to the thermostat wall plate. The thermostat will reboot but will not alter programming or configuration options. 29 Configuring Reminders and Alerts The Reminders and Alerts list displays the reminders and alerts that help the homeowner know when to perform periodic maintenance. NOTE: In order to utilize and receive email alerts, this thermostat must be connected to the Internet via a Wi--Fi signal and the end--user must have a valid email address. HVAC Service The HVAC Service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This reminder, along with technician contact information, can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed on the Web Portal. You can set the Last Service date, turn the Reminder On or Off, and set the Frequency of the maintenance interval in months. Furnace Filter Generates an alert that indicates it is time to clean or replace the filter on the furnace. You can set the Last Filter Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. UV Lamp If the HVAC system uses a UV lamp for air purification, the Comfort Series Wi--Fi Thermostat can generate an alert indicating that it is time to clean or replace the lamp. You can set the Last Lamp Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. 30 Alerts The Comfort Series Wi--Fi Thermostat can generate alerts if temperature in the home goes over or under a pre--programmed level. the This alert, along with optional technician contact information, will be displayed on the screen. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed in the Web Portal. Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert. The range can be:

d Off no alert will be generated. d Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert. The range can be:

d Off no alert will be generated. d Set temperature range of 60 to 104 F (15.5 to 40 C). Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the Comfort Series Wi--Fi Thermostat screen. Alerts will continue to be displayed on the Web Portal and sent via email. Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not appear on the screen, Web Portal, or emails. 31 List of Alerts Below is a complete list of alerts. Depending on your configuration, some of these may not apply. Furnace Air Filter UV Lamp Low Temp Alert High Temp Alert Heat Not Responding Cool Not Responding Maintenance Reminder Furnace filter needs to be cleaned or changed. UV lamp needs to be changed. Temperature in the home is too low. Temperature in the home is too high. The system has failed to heat the home. The system has failed to cool the home. HVAC system due for regu-

lar maintenance. Auxiliary Heat Run Time Auxiliary heat source is Auxiliary Outdoor Temperature running too often. Your Comfort Series Wi--Fi Thermostat auxiliary heat has been called to run when the outdoor temperature ex-

ceeds the programmed set point. 32 www.Carrier.com/homecomfort S 1--800--CARRIER Copyright 2016 Carrier Corp. S 7310 W. Morris St. S Indianapolis, IN 46231 Edition Date: 1/16 Catalog No: TC---WHS---02SI Manufacturer reserves the right to change, at any time, specifications and designs without notice and without obligations. Replaces: TC--- WHS--- 01SI

iGate Connect Thermostat Installation Manual CONTENTS GETTING STARTED Welcome Technical Support Before You Begin HVAC System Compatibility Information Approvals FCC Compliance Statement Specii cations Wiring Requirements INSTALLING THE iGate Connect THERMOSTAT Step 1. Power Of HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the iGate Connect Thermostat Step 4. Connect the Wiring Step 5. Power On HVAC Equipment 1 1 1 2 3 4 4 6 6 7 7 7 7 9 10 NAVIGATING THE MENUS 10 CONFIGURING THE IGATE CONNECT THERMOSTAT 12 12 Thermostat Coni g Equipment 12 16 Thresholds 19 Humidity Control Settings 19 Service Mode 25 Sensors Reset HVAC Equipment Settings 27 27 Performing a Hardware Reset Rebooting the iGate Connect Thermostat 27 28 Coni guring Reminders and Alerts Alerts 29 END USER SOFTWARE LICENSE AGREEMENT 31 This Page Intentionally Left Blank GETTING STARTED Welcome This stepbystep Installation Manual will walk you through all aspects of the installation. To ensure an ongoing service relationship with your customers, please register all of your ClimateMaster thermostats in your Contractor Portal. Technical Support Our technical support team is available to answer your questions at 1.405.745.6000. 1 Before You Begin This product is intended to be installed by trained service professionals. This manual explains the procedures for installing the ClimateMaster iGate Connect thermostat. Please read it carefully before beginning the installation. For information on how to operate the ClimateMaster iGate Connect thermostat, please see the iGate Connect Thermostat User Manual. The iGate Connect thermostat is designed to be mounted on the homeowners wall in a convenient location. OK MENU BACK ecobee

!

Caution: Disconnect electric power to the HVAC 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, contact your local wastemanagement authority for disposal instructions. Do not discard the old product in the regular trash. 2 HVAC System Compatibility Information The iGate Connect thermostat is designed to operate with the ClimateMaster Trilogy Geothermal Unit. The ClimateMaster iGate Connect thermostat supports the following equipment:

Equipment Supported?

Trilogy with Auxiliary Heat Yes 3 Approvals This product was designed and built in accordance to RoHS directive 2002/95/EC and contains no hazardous substances as dei ned by this directive. 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 equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment of and on, the user is encouraged to try to correct the interference by one or more of the following measures:

Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit dif erent from that to which the receiver is connected. Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

4 1. This device may not cause harmful interference. 2. This device must accept any interference received, including interference that may cause undesired operation. Change or modii cations that are not expressly approved by the manufacturer could void the users authority to operate the equipment. RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 20cm during normal operation. Industry Canada (IC) Compliance Notice This device complies with Industry Canada license-

exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference. 2. This device must accept any interference, including interference that may cause undesired operation of the device. This Class B digital apparatus complies with Canadian ICES-003. 5 RF Exposure Statement This equipment complies with IC RSS-102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. FCC ID: WR9EBSTAT IC: 7981AEBSTAT Warning: Changes or modii cations not expressly approved by ClimateMaster Inc. could void the users authority to operate the equipment. Specii cations Temperature ranges Heat:

Cool:

Display:

Sensitivity: +/ 1 F (0.5 C) Operating: 32 to 130 F (0 to 55 C) 55 to 80 F (12 to 27 C) 65 to 95 F (18 to 35 C) 40 to 100 F (5 to 37 C) Humidity Range Display:

Sensitivity: +/ 5% R.H. Operating: 5 to 95% R.H (noncondensing) 20 to 90% R.H. Dimensions Thermostat: 5.5W x 3.25H x 1D

(139.5mm H x 82.5mm W x 25mm D) Power 24 VAC (3VA maximum) Wiring Requirements The following table shows the maximum wire lengths allowed:

Thermostat to HVAC Equipment 18 AWG 20 AWG 22 AWG 128 ft/380 m 80 ft/240 m 6 50 ft/150 m INSTALLING THE IGATE CONNECT THERMOSTAT There are 5 steps to install the ClimateMaster iGate Connect thermostat:

Step 1. Power Of Trilogy Unit Step 2. Remove Any Existing Thermostat Step 3. Install the iGate Connect Thermostat Step 4. Connect the Wiring Step 5. Power On Trilogy Unit Step 1. Power Of Trilogy Unit Before disconnecting the existing thermostat, or installing the iGate Connect thermostat, disconnect the power to the heating and air conditioning equipment. Step 2. Remove Any Existing Thermostat Disconnect the wires to the existing thermostat (if applicable) and remove it from the wall (if you are installing the iGate Connect thermostat in the same location). Step 3. Install the iGate Connect Thermostat The ideal location for the thermostat is approximately 5 ft (1.5 m) above l oor level in the main living area. Do not install the thermostat:

Close to sources of heat such as incandescent lights Near supply heating/cooling sources In direct sunlight On exterior, noninsulated or poorly insulated walls 7 In the kitchen or other areas of potentially high heat and/or humidity In an area that could restrict air l ow To install the thermostat:

1. Gently separate the backplate from the thermostat. 2. Place the 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. R2- R2+ R1- R1+

B-

A+

Gnd 24v The solid color indicates mounting holes 4. Move the backplate out of the way and make holes where indicated in step 3. The mounting holes can accommodate a

#6 panhead screw. It is recommended to use the included fasteners to ensure proper i tting of the front housing. 5. Use the included drywall plugs (or other suitable anchors) to ensure the thermostat can be mounted securely to the wall. 6. Fasten the backplate to the wall using the screws provided (or other suitable screws). 8 Step 4. Connect the Wiring You need to use lowvoltage cable to connect the thermostat to the Trilogy Unit. To connect the thermostat to the unit:

1. Connect the wires as shown in the wiring diagram. 2. Attach the iGate Connect thermostat to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. Wiring Diagram The following diagram shows how to connect the thermostat terminals to equipment. EXM Control Board R A+

B-

C Remote Sensor 1 Remote Sensor 2 iGate Connect Thermostat R2- R2+ R1- R1+

B-

A+

Gnd 24v Trilogy unit with iGate Connect Thermostat 9 Step 5. Power On Trilogy Unit After youve completed the wiring, you can apply power to the unit. The iGate Connect thermostat receives power from the equipment and will automatically power on. NAVIGATING THE MENUS The iGate Connect thermostat has an easytoread color screen that displays all the information you need to coni gure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and coni gure settings. Using the Navigation Buttons The navigation buttons located on the right of the iGate Connect thermostat let you select options and control the iGate Connect thermostat. OK

(up) On the Home screen, press increase the temperature set point by 1F

(0.5C). For menus, press to move up. to

(down) On the Home screen, press

decrease the temperature set point by 1F to move down.

(0.5C). For menus, press

to

(left) On the Home screen, if Auto mode is to switch between heat and to go back



enabled, press cool set points. For menus, press to the previous screen.





10

(right) On the Home screen, if Auto mode is enabled, press and cool set points. For menus, press choose the currently highlighted option. to switch between heat to OK On a menu screen, press OK to choose the currently highlighted option. If a coni guration option is selected, pressing OK will keep its new value and return back to the previous screen. MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. BACK On a menu screen, press BACK to go back to the previous screen. OnScreen Keyboard If you need to type in any information, an on screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select to enter capital letters; select to enter commonly used symbols. If you make a mistake, press to delete the text . To keep your changes, select your changes, press BACK. To cancel MENU BACK 11 CONFIGURING THE IGATE CONNECT THERMOSTAT The i rst step after installing the iGate Connect thermostat is to coni gure the settings for the equipment being connected. An access code is required to enter the Installation Settings menu. The access code is 4795. Thermostat Coni g Aux Heat Option Coni gures the thermostat for electric auxiliary heat or no auxiliary heat (none). Equipment Capacity Coni guration Min Heating Capacity Coni gures the minimum unit heating capacity. When the space requires a heating capacity below this setting the unit will cycle of . Range will depend on unit model. Max Heating Capacity Coni gures the maximum unit heating capacity. When the space requires a heating capacity above this setting the unit will call for auxiliary heat (if applicable). Range will depend on unit model. Min Heating Airl ow Coni gures the unit airl ow while operating at minimum capacity in the heating mode. The installer may wish to select a higher cfm than the nominal cfm for this setting to ensure proper air movement To coni gure the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Thermostat Coni g. To coni gure equipment on the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Equipment. 12 during low capacity operation. Range will depend on model and minimum heating capacity selection. Max Heating Airl ow Coni gures the unit airl ow while operating at maximum capacity in the heating mode. The installer may wish to select a lower cfm than the nominal cfm for this setting to avoid air velocity noise from the ductwork during maximum capacity operation. Range will depend on model and maximum heating capacity selection. Emergency Heat Airl ow Coni gures the unit airl ow during the emergency heat mode

(if applicable). Range will depend on unit model. Min Cooling Capacity Coni gures the minimum unit cooling capacity. When the space requires a cooling capacity below this setting the unit will cycle of . Range will depend on unit model. Max Cooling Capacity Coni gures the maximum operational unit cooling capacity. Range will depend on unit model. Min Cooling Airl ow Coni gures the unit airl ow while operating at minimum capacity in the cooling mode. The installer may wish to select a higher cfm than the nominal 400 cfm/ton for this setting to ensure proper air movement during low capacity operation. Range will depend on model and minimum cooling capacity selection. Max Cooling Airl ow Coni gures the unit airl ow while operating at maximum capacity in the cooling mode. The installer may wish to select a lower cfm than the nominal 400 cfm/

ton for this setting to avoid air velocity noise 13 from the ductwork during maximum capacity operation. Range will depend on model and maximum cooling capacity selection. Low Dehum Airl ow Coni gures the unit airl ow while operating at minimum capacity in the dehumidii cation mode. Range will depend on model and minimum cooling capacity selection. High Dehum Airl ow Coni gures the unit airl ow while operating at maximum capacity in the dehumidii cation mode. Range will depend on model and maximum cooling capacity selection. Constant Fan Airl ow Coni gures the unit airl ow while operating in the continuous fan mode. Range will depend on unit model. Heat Of Delay This setting determines whether or not (and how long) the blower will continue to operate after the compressor has cycled of at the end of each heating cycle. Valid range: 0 seconds to 255 seconds. Cool Of Delay This setting determines whether or not (and how long) the blower will continue to operate after the compressor has cycled of at the end of each cooling cycle. Valid range: 0 seconds to 255 seconds. Unit Coni guration The Unit Coni guration settings allow the installing technician to coni gure the thermostat to the installed equipment. NOTE. Unit Coni g is only necessary when replacing an EXM controller. The Unit Coni g settings are programmed at the factory when the unit is built. Heat Pump Family Select the family of heat 14 pump installed. Heat Pump Size Select the unit model (0930, 1545, 1860, or 2472). Blower Type Select the blower type (None or ECM Blower). Loop Coni g Selects the type of internal l ow device. None, VS Pump variable speed internal pump, or MOD Valve internal modulating water control valve. Loop Pump (or Valve) Coni g Coni gures the internal vFlow device to the application. Loop Option (if applicable) Coni gures the internal variable speed pump to operate in a Single system (one unit, one loop) or a Parallel system (multiple units, one common loop, parallel pumping). Heating Delta T Sets the source l ow rate for the heating mode. The vFlow device will adjust the l ow to maintain this temperature dif erence between the entering and leaving water during the heating mode to this setting. Valid range: 5.0F to 12.0F. Default is 6.0F. Cooling Delta T Sets the source l ow rate for the cooling mode. The vFlow device will adjust the l ow to maintain this temperature dif erence between the entering and leaving water during the cooling mode to this setting. Valid range: 9.0F to 20.0F. Default is 10.0F. Source AntiFreeze (if applicable) Coni gures the low temperature protection setting for the source water heat exchanger. Select Yes for systems with antifreeze (10F evaporator temperature setting) or No for systems without antifreeze (30F evaporator temperature setting). 15 HW Pump Coni g (If Applicable) Water Heating Delta T Sets the potable water l ow rate for the water heating mode. The variable speed potable water pump will adjust the potable water l ow to maintain the selected temperature dif erence between the entering and leaving potable water during the water heating mode. Valid range: 8.0F to 12.0F. Thresholds This section coni gures the temperature, time, and capacity thresholds associated with the heating, cooling, and hot water (if applicable) equipment. You must coni gure the Equipment settings before setting the thresholds. Only the applicable threshold settings will be displayed. Allow Auto Heat/Cool Allows the user to be able to operate the unit in the auto changeover heat/cool mode. Select Yes for the user to be able to operate the thermostat in the auto heat/cool mode, otherwise select No. Heat/Cool Min Delta Selects the minimum temperature dif erence between the heating and cooling set points when the thermostat is operated in the auto changeover heat/cool mode. Valid range: 2F to 10F. The default value is 5F. Advanced Settings Allows the installer to select the controller to coni gure, typically an EXM. To coni gure thresholds on the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Thresholds. 16 EXM Settings CoolingHW Cut Out Determines the point at which the space cooling demand outpaces the ability of the potable water heating mode to accept the heat of rejection from the cooling mode, when both are active at the same time. At this setting and above the heat of rejection from the cooling mode will be sent to the source (ground loop). Valid range: 70% to 100%. Default is 100%. CoolingHW Cut Out Of set This setting establishes the maximum acceptable space temperature rise during the cooling mode while the heat from the space is being rejected into the potable hot water. If the space temperature rises more than this amount, the potable water heating mode will be terminated and the cooling mode will reject the heat from the space to the source (ground loop). Valid range: 0.5F to 1.5F. Default is 0.5F. HeatingHW Cut Out Potable water heating normally takes priority over space heating. This setting determines the point at which the space heating demand will take priority over the potable water heating demand. Valid range: 70% to 100%. Default is 90%. HeatingHW Cut Out Of set This setting establishes the maximum acceptable space temperature drop during the potable hot water mode before the unit switches to the space heating mode. If the space 17 temperature drops more than this amount, the potable water heating mode will be terminated and the space heating mode will be activated. Valid range: 0.5F to 1.5F. Default is 1.0F. Aux Heat DeadBand Coni gures the amount of space temperature droop allowed from the heating setpoint at maximum unit capacity before allowing auxiliary heat for space heating. Valid range: 0.0F to 5.0F. Default is 1.0F. Anticipator Coni gures the sensitivity of the thermostat to the space temperature. A lower setting will cause the unit to respond more rapidly to changes in space temperature. A higher setting will cause the unit to respond more slowly to changes in space temperature. Valid range:

1 to 10. Default is 5. Compressor ASCD Coni gures the minimum amount of time the compressor will remain of between cycles. Valid range: 5 minutes to 8 minutes. Default is 5 minutes. AWS WXM Settings (If Applicable) HW Heat DeadBand Coni gures the amount of droop allowed from the potable Hot Water setpoint before activating water heating. Valid range: 10F to 25F. Default is 15F. Temp Correction Adjusts the current space temperature displayed on the thermostat by the selected amount. Valid range: 10F to +10F in 0.5F increments. 18 Humidity Control Settings Coni gures humidity control settings (dehumidi-

i cation/humidii cation). Humidity Mode Determines active humidity mode(s). Valid selections: Humidii cation (This logic will communicate a Humidii cation output when the space humidity is less than the setpoint i.e. acts as a humidistat. When the Humidii cation output is active, the fan output will also be active. The Humidii cation output will not be communicated when the space humidity is above the setpoint.), Dehumidii cation (This logic will reduce the cooling airl ow when the space humidity is greater than the setpoint to improve dehumidii cation i.e. acts as a dehumidistat. The cooling airl ow will not be reduced when the space humidity is below the setpoint.), Both, or None. Service Mode Unit EXM Controller Model Displays the unit model number Serial Number Displays the unit serial number Manual Operation Manual Operation mode allows the service technician to manually command operation for any of the thermostat outputs, blower speed, as well as pump To coni gure the humidity control settings on the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Humidity Control. To coni gure the service mode on the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Service Mode. 19 speed or valve position (if applicable) to aid in troubleshooting. Operating Mode Selects the manual mode of operation. Valid selections are: Standby, Const Fan, Cooling, Heating, Aux Heat, EM Heat, Hot Water, and Cooling/HW. ECM Target Airl ow Coni gures the target air l ow during manual operation. Valid range will depend on unit model. ECM Blower Speed Displays current ECM motor RPM. Loop Pump Speed (if applicable) Sets loop pump speed for manual operation mode. Valid range: 0%

to 100%. Default is 41%. DHW Pump Speed (if applicable) Sets DHW pump speed for manual operation mode. Valid range: 0%

to 100%. Default is 0%. Comp Target Speed Displays current compressor target speed in rps (revolutions per second). Diagnostics The Diagnostics data set allows the service technician to view the realtime status of all physical inputs, switches, temperature sensor readings, as well as the operational status of the heat pump, at the thermostat. Scroll through diagnostic data using the up/down arrow buttons. Compressor Diagnostics Unit Capacity displays the current operating capacity of the unit as a percentage of the units maximum capacity. 20 Compressor Speed displays the current compres-

sor speed in revolutions per second. Comp Current displays the current compressor amperage. Inverter Current displays the amperage draw of the inverter. Comp Input Power displays the power consump-

tion of the compressor in watts. Comp DC Voltage displays the current DC bus voltage from the inverter. Comp Heat Sink Temp displays the temperature of the inverter heat sink. Blower Diagnostics ECM Target Airl ow displays the blower target cfm. ECM Blower Speed displays the blower rpm. ECM Blower Power displays the power consump-

tion of the blower in watts. ECM Blower Static not used. Leaving Air displays the temperature of the air leaving the unit. Entering Air displays the temperature of the air entering the unit. Loop Diagnostics Loop Pump Speed displays the speed of the loop pump as a percentage. Loop Pump Watts displays the power consump-

tion of the loop pump in watts. Loop Flow displays the source l ow rate in gpm. Entering Water displays the temperature of the water entering the source heat exchanger. Leaving Water displays the temperature of the water leaving the source heat exchanger. Water pressure displays the pressure of the water as it leaves the source heat exchanger. Hot Water Pump Diagnostics (If Applicable) DHW Pump Speed displays the speed of the DHW pump as a percentage. 21 DHW Pump Power displays the power con-

sumption of the DHW pump in watts. DHW Flow displays the DHW gpm l ow rate. Hot Water EWT displays the temperature of the potable hot water entering the potable hot water heat exchanger. Hot Water LWT displays the temperature of the potable hot water leaving the potable hot water heat exchanger, returning to the iGate Smart Tank. Refrigerant Diagnostics Discharge Pressure displays the refrigerant discharge pressure. Discharge Saturation displays the saturation temperature of the refrigerant discharge pres-

sure. Discharge Temp displays the temperature of the compressor discharge line. Suction Pressure displays the refrigerant suc-

tion pressure. Suction Saturation displays the saturation temperature of the refrigerant suction pres-

sure. Suction Temp displays the temperature of the compressor suction line. Discharge Superheat displays the amount of superheat at the discharge of the compressor. Suction Superheat displays the amount of superheat at the suction to the compressor. Subcool displays the amount of subcooling at the liquid line. Wtr Coil Liquid displays the temperature of the refrigerant liquid line between the source heat exchanger and the electronic expansion valve. Wtr Coil Vapor displays the temperature of the refrigerant vapor line between the heat/

cool reversing valve and the source heat exchanger. Air Coil Liquid displays the temperature of 22 the refrigerant liquid line between the air coil and the electronic expansion valve. Air Coil Vapor displays the temperature of the refrigerant vapor line between the heat/cool reversing valve and the air coil. HW Coil Liquid displays the temperature of the refrigerant liquid line leaving the potable water heat exchanger. Refrigerant Valve Diagnostics RV1 status displays the status (onDHW or of no DHW) of the RV1 (potable water heating) reversing valve. (QE models only) RV2 Status displays the status (oncooling, or of heating) of the RV2 (heat/cool) reversing valve. Water Coil EEV1 Stat displays the status (on or of ) of the heating electronic expansion valve. Water Coil EEV1POS displays the position of the heating electronic expansion valve in steps. 0=fully open, 1040 = fully closed. Air Coil EEV2 Stat displays the status (on or of ) of the cooling electronic expansion valve.

(QE models only) Air Coil EEV2POS displays the position of the cooling electronic expansion valve in steps. 0=fully open, 1040 = fully closed. (QE models only) Miscellaneous Diagnostics Control Voltage displays the units control voltage. Cabinet Ambient displays the ambient tem-

perature in the units compressor section. Ht of EXTR/REJ displays the amount of heat of extraction (heating) or heat of rejection (cool-

ing) to/from the loop depending on mode of operation. Unit Power displays the instantaneous power consumption of the unit. COP/EER displays the current operating ef-

i ciency of the unit (COP for space heating, EER 23 for cooling mode, N/A for water heating mode). AUX1 Switch not used. AUX2 Switch not used. SD Switch not used. T1 Temp not used. T2 Temp not used. DIP Switch Settings Allows the service technician to view the status of all dipswitch settings for the connected communicating controls at the thermostat. NOTE: The unit control dipswitch settings cannot be changed from the thermostat. S11 ON = Modbus Master, OFF = Modbus Slave S12 ON = Diag Master, OFF = Diag Slave SW1-3 ON = ACC K3 (ACC1) Tracks compressor, OFF = ACC K3 (ACC1) Tracks blower SW1-4 ON = ACC K4 (ACC2) Tracks compressor, OFF = ACC K4 (ACC2) Tracks blower SW1-5 ON = ACC K7 Tracks compressor, OFF =

ACC K7 Tracks blower SW1-6 ON = HW HX Enabled, OFF = HW HX Disabled Fault History Fault History stores and displays the i ve most recent fault or warning codes for the connected communicating control. Clear Fault History Clear Fault history will clear all fault codes stored in the thermostat as well as the fault history in any connected communicating controls. If installing on Trilogy 45 VE, this step can be skipped. 24 AWS Tank WXM Controller (If Applicable) Model Displays the unit model number Serial Number Displays the storage tank serial number Diagnostics Upper Tank Temp displays the temperature of the DHW at the upper element of the storage tank. Lower Tank Temp displays the temperature of the DHW at the lower element of the storage tank. Hot Water T3 Temp not used. Hot Water T4 Temp not used. Sensors Coni gures sensors to be displayed at thermostat. Sensors RS1(sensor name) This is sensor number 1. It will not display a name until a name has been entered. o Name Establishes a name for sensor 1. o Type Coni gures the type of sensor. The sensor may be a dry contact or a temperature sensor. If a temperature sensor, the installer selects the manufacturer, model, and a temperature correction for the sensor. o Usage Coni gures the type of use for the sensor. Available options are Control To coni gure the sensors on the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Installation. Select Sensors. 25 Sensor (this temperature is used to control the unit), Monitoring Sensor (this will display the sensor temperature at the thermostat), or Outdoor Sensor (this will display the sensor temperature as the outdoor temperature at the thermostat). RS2(sensor name) This is sensor number 1. It will not display a name until a name has been entered. o Name Establishes a name for sensor 1. o Type Coni gures the type of sensor. The sensor may be a dry contact or a temperature sensor. If a temperature sensor, the installer selects the manufacturer, model, and a temperature cor-

rection for the sensor. o Usage Coni gures the type of use for the sensor. Available options are Control Sensor

(this temperature is used to control the unit), Monitoring Sensor (this will display the sensor temperature at the thermostat), or Outdoor Sensor (this will display the sensor temperature as the outdoor temperature at the thermostat). 26 Reset HVAC Equipment Settings You can quickly restore all HVAC equipment settings on the iGate Connect thermostat back to their factory defaults. Any user setting (not related to the equipment installed) will remain unchanged. If you need to reset the entire thermostat back to its original factory default settings, including user settings and registration, select Reset All Settings instead. To reset the iGate Connect thermostat:

From the Home screen, press MENU. Select Settings Reset. Select HVAC Equipment Settings. Select Yes. Performing a Hardware Reset In rare circumstances, static electricity or power surges may interrupt the operation of the thermostat, forcing a hardware reset. Rebooting the iGate Connect Thermostat You can reboot the iGate Connect thermostat by pressing the physical hardware reset button, located through an opening in the bottom left corner of the iGate Connect thermostat. Rebooting will not alter programming or coni guration options. Reset button 27 Coni guring Reminders and Alerts The Reminders and Alerts list displays the reminders and alerts that help the homeowner know when to perform periodic maintenance. System Service The System Service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This reminder, along with technician contact information, can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed in the web portal. You can set the Last Service date, turn the Reminder On or Of , and to set the Frequency of the maintenance interval in months. Air Filter Generates an alert that indicates it is time to clean or replace the system air i lter. You can set the Last Filter Change date, turn the Reminder On or Of , and set the Frequency of the maintenance interval. Air Cleaner Generates an alert that indicates it is time to replace the i ber media pad. You can set the Last Filter Change date, turn the Reminder On or Of , and set the Frequency of the maintenance interval. To coni gure Reminders and Alerts From the Home screen, press MENU. Select Reminders and Alerts. Coni gure the Reminder and Alert settings as required. 28 UV Lamp If the HVAC system uses a UV lamp for air purii cation, the iGate Connect thermostat can generate an alert indicating that it is time to clean or replace the lamp. You can set the Last Lamp Change date, turn the Reminder On or Of , and set the Frequency of the maintenance interval. Alerts The iGate Connect thermostat can generate alerts if the temperature in the home goes over or under a pre programmed level. This protects the home from damage due to freezing and/or excessive heat. This alert, along with optional technician contact information will be displayed on the screen. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed in the web portal. Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert. The range can be:

Of no alert will be generated. Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert. The range can be:

Of no alert will be generated. Set temperature range of 60 to 104 F (15.5 to 40 C). Aux Heat Run Time Generates an alert if the auxiliary heat runs more than the selected amount of time in a 24 hour period. The range can be:

Disabled Set duration of 30 minutes to 8 hours 29 Aux Outdoor Temp Alert Generates an alert if auxiliary heat is called to run when the outdoor temperature is at or above the selected temperature. The range can be: 32F to 80F. Low Humidity Alert Generates an alert when the space humidity falls below the selected amount. The range can be:

Of Set humidity set point of 5% to 95%

High Humidity Alert Generates an alert when the space humidity exceeds the selected amount. The range can be:

Of Set humidity set point of 5% to 95%

Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the iGate Connect thermostat screen. Alerts will continue to be displayed on the web portal and sent via email. Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not be appear in the screen, web portal, or emails. 30 End User Software License Agreement The software for your thermostat device is provided by ClimateMaster, Inc.

(ClimateMaster) under license from ecobee, Inc., and your use is governed by the following terms:

Please read the following carefully, as this end user software license agreement (EULA) is a legal agreement between ecobee Inc., having its place of business at 477 Richmond St West, Suite 210, Toronto, ON, M5V 3E7 Canada, (ecobee) and you (either an individual or the entity that you represent and referred to in this agreement as licensee), The original purchaser of ClimateMaster product (The product or products) embedded with ecobee proprietary software (the software) concerning licensees limited access to and use of the software. By using the product (including the software embedded in the product), you are indicating your acceptance of, and you agree to be bound by the terms and conditions of this EULA which shall govern your access and use of the software. If you do not agree with the terms and conditions of this EULA, your access to and use of the software will not be permitted and you may, within fourteen days of the date of your purchase if the product, return the software together with the product in its original packaging and sale condition to: (a) ClimateMaster if you have purchased the product directly from ClimateMaster or; (b) to a ClimateMaster authorized reseller or distributor if you have purchased the product from such entities, and ClimateMaster or its authorized reseller or distributor as applicable shall provide a i ll refund of the purchase price paid within fourteen days of its receipt of the return. In consideration of the license fees paid by LICENSEE as part of the purchase price of the product and the mutual covenants contained herein and for other good and valuable consideration, the receipt and sui ciency of which are hereby acknowledged, ecobee, ClimateMaster and LICENSEE agree as follows:

1. Dei nitions: For the purpose of this EULA, the following terms shall have the meanings hereinafter provided: Web Portal means the web site portal operated by ecobee to provide certain services and functionality to registered users of products. Error means any program defect, error, bug or other failure of all or part of the Software that results in the Software not conforming to, or performing in accordance with, its published specii cations. Software means ecobees computer software program, which enables data upload and download to and from the Web Portal using an product, including any Software Updates. User Manual means the ClimateMaster User Manual provided together with the Product and Software. Software Updates means updates or patches to the Software, including updates intended to correct Errors and which may include enhancements and/ore additional features to the Software, as may be provided or released by ecobee from time to time to all of its customers at no charge. 2. Ownership of Software: LICENSEE acknowledges and agrees that, save and except for the Software license explicitly granted by the EULA, all right, title and interest in 31 and to the Software and the User Manual is the sole and exclusive property of ecobee and/or its licensors), as the case may be. ecobee reserves all rights not expressly granted to LICENSEE hereunder, and for greater certainty, ecobee shall retain all intellectual property and other proprietary rights in and to the Software and the User Manual as provided by ecobee. Nothing in this EULA shall, or shall be deemed or construed to, assign, transfer or convey to LICENSEE any title, rights or interest in or to any intellectual property, including in or to the Software or User Manual, other than the licenses specii cally and expressly granted herein. 3. Grant of Limited License: Upon LICENSEEs use of the Product (and corresponding acceptance of the terms and conditions of this EULA), ecobee hereby grants to LICENSEE a limited, nonexclusive, personal, perpetual, non-transferable and revocable license to use the Software embedded in the Product as and to the extent described in this EULA for as long as LICENSEE complies with the terms and condition of this EULA. ecobee reserves all rights not expressly granted to LICENSEE. For certainty, this EULA does not apply to or govern LICENSEEs use of or access to the Web Portal or the product, which are each governed by and subject to separate terms and conditions. 4. Permitted Use: Pursuant to the Software license granted to LICENSEE under this EULA, LICENSEE shall be permitted to: (a) use the Software embedded in the Product for the purposes of using the Product only as intended and contemplated by the User Manual, provided that the Software may only be used for its personal and private use in connection with the use of the Product; and (b) use the User Manual provided by ecobee solely as is necessary to operate and use the Software and product as and to the extent permitted thereunder and under this EULA. 5. License Transferable: This EULA shall be binding upon and shall ensure to the benei t of and be enforceable by each of the parties, their respective successors and permitted assigns. LICENSEE may assign this EULA without the prior consent of ecobee. ecobee may assign this EULA without the consent of LICENSEE at any time. 6. Copy Restrictions: Unauthorized copying or distribution of Software or the User Manual is expressly prohibited. LICENSEE may make a reasonable number of copies of the User Manual to the extent reasonably required for its use of the Software and Product as permitted by this EULA; provided that LICENSEE may not use the User Manual separately from the Product or Software or for any purpose other than as contemplated herein. 7. Use Restrictions: LICENSEE may not: (a) modify, adapt or otherwise change the Software or in any way remove the Software from the Product for any reason or use the Software separately from the Product for any reason or purpose; (b) to the maximum extent permitted to be restricted by applicable law, reverse engineer, decompile, disassemble, or otherwise in any manner deconstruct all or any part of the Software; (c) create derivative works based on the Software or the User Manual; (d) except as expressly permitted by the EULA, provide, disclose, sublicense, distribute, transfer, assign or otherwise permit any third party to access, use, read or otherwise 32 gain access to the Software or User Manual (the Software and User Manual being the coni dential information of ecobee); or (e) use Software to access or in conjunction with any other thermostat monitoring services or products of any ecobee competitor. 8. Support: ClimateMaster or its agents will provide technical support for the product. ecobee may in its discretion, without any obligation to do so and subject to the limitations of this EULA, provide LICENSEE with help-desk telephone support concerning LICENSEEs use of the SOFTWARE to the extent provided for in the Product Terms of Sale in connection with purchase and sale of the Product and the Terms of Service entered into by you and ecobee, if any, in connection with the thermostat monitoring and data management services provided by ecobee in connection with the Product. Refer to the Product Terms of Sale and/or the Terms of Service associated with the Product and related services for further details on Software and Product support. 9. Relief: LICENSEE agrees that damages would not be an adequate remedy for any breach of this EULA af ecting or related to a breach or misappropriation of ecobee

(or its or its third party licensors) intellectual property rights in and to the Software and User Manual. LICENSEE, and nothing in this EULA, shall interfere with, delay, obstruct, or prevent ecobee from taking, or require ecobee to take, any steps prior to taking action to seek an interim and interlocutory equitable remedy on notice or ex parte to enforce any provision herein to protect its rights concerning the Software or other intellectual or proprietary rights. LICENSEE agrees not to contest, object to, or otherwise oppose an application for equitable relief by ecobee in such circumstances and LICENSEE waives any and all immunities from any equitable relief to which it may be entitled. Any such relief or remedy shall not be exclusive, but shall be in addition to all other available legal or equitable remedies. LICENSEE agrees that the provisions of this Section are fair and reasonable and are necessary to protect ecobee intellectual property rights. 10. Termination: This EULA is ef ective until and unless terminated. Subject to Section 13, this EULA will terminate automatically if LICENSEE fails to comply with any provision of the License. If LICENSEE is a business entity or other entity, any failure to comply with the terms and condition of this EULA by any individual employed or engaged by such entity will be deemed a failure to comply by LICENSEE. Upon any termination, LICENSEE shall destroy all copies of Software and User Manual. 11. Warranty: (a) ClimateMaster shall provide its standard Product and Software limited warranty statement (Customer Warranty), which equally applies to the Software embedded in the Product, and which is incorporated by reference herein, with the Product for your benei t only. In the event of an Error in connection with the Software, refer to the Customer Warranty and Terms of Sale provided with the Product for further detail. (b) EXCEPT FOR THE REPRESENTATIONS, WARRANTIES, AND COVENANTS EXPRESSLY CONTAINED IN THIS EULA, THE PRODUCT TERMS OF SALE AND THE PRODUCT WARRANTY, THE SOFTWARE AND SOFTWARE DOCUMENTATION AND ANY SUPPORT IS PROVIDED ON AN AS IS BASIS, AND THERE 33 ARE NO OTHER REPRESENTATIONS, WARRANTIES, COVENANTS, OR CONDITIONS, EXPRESS OR IMPLIED (INCLUDING ANY IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABLE QUALITY OR FITNESS FOR A PARTICULAR PURPOSE AND THOSE ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM A COURSE OF DEALING OR USAGE OF TRADE), INCLUDING, BUT NOT LIMITED TO, NON-INFRINGEMENT, CORRECTNESS, FUNCTIONALITY, RELIABILITY, ACCURACY, CURRENTNESS, OPERATION, USE OR THE RESULTS OF THE USE BY LICENSEE, THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE (OR THAT ALL ERRORS CAN OR WILL BE CORRECTED) OR THAT THE SOFTWARE OR SOFTWARE DOCUMENTATION WILL MEET LICENSEES REQUIREMENTS, ALL OF WHICH ARE EXPRESSLY DENIED AND DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY LAW. SOME JURISDICTIONS DO NOT PERMIT LIMITATIONS ON OR EXCLUSIONS OF CERTAIN IMPLIED WARRANTIES, OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES; THEREFORE THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU IN CERTAIN CIRCUMSTANCES. ecobee DISCLAIMS AND SHALL HAVE NO LIABILITY TO LICENSEE FOR ANY AND ALL ACTS OF THIRD PARTIES. NO OTHER PERSON IS AUTHORIZED TO EXTEND, VARY OR TRANSFER ANY PROVIDED WARRANTY ON BEHALF OF ecobee. THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE AND USE OF THE SOFTWARE, SOFTWARE DOCUMENTATION AND ANY PROVIDED SUPPORT IS ASSUMED BY LICENSEE. 12. Limitation: IN NO EVENT AND TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW SHALL ECOBEE, ITS SHARE-HOLDERS, AFFILIATES, CONTRACTORS, SUPPLIERS AND AGENTS AND THEIR RESPECTIVE DIRECTORS, OFFICERS AND EMPLOYEES (COLLECTIVELY THE ECOBEE PARTIES) BE LIABLE TO LICENSEE OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, EXEMPLARY, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES (INCLUDING WITH RESPECT TO LOSS OF, OR DAMAGE TO, DATA OR COMPUTER SYSTEMS OR RELIANCE ON ANY DATA DERIVED FROM LICENSEES USE OF THE SOFTWARE, OR LOSS OF REVENUE OR PROFIT OR OTHER ECONOMIC LOSS) OF ANY KIND OR NATURE WHATSOEVER SUFFERED BY LICENSEE OR ANY THIRD PARTY HOWSOEVER CAUSED AND WHETHER RESULTING FROM THE USE OF OR INABILITY TO USE THE SOFTWARE OR OTHERWISE (INCLUDING AS A RESULT OF OR DUE TO USE OF OR RELIANCE ON THE SOFTWARE AND/OR Web Portal) AND REGARDLESS OF THE FORM OR CAUSE OF ACTION, EVEN IF SUCH DAMAGES ARE FORESEEABLE OR ecobee HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ECOBEE PARTIES TOTAL LIABILITY AND OBLIGATION TO LICENSEE, IN THE AGGREGATE FOR ANY AND ALL CLAIMS ARISING OUT OF OR IN ANY CONNECTION WITH THIS EULA, THE TERMS OF SALE IN CONNECTION WITH YOUR PURCHASE OF THE PRODUCT AND YOUR USE OF THE SOFTWARE AND PRODUCT, WITH RESPECT TO ANY EXPENSE, DAMAGE, LOSS, INJURY, OR LIABILITY OF ANY KIND, REGARDLESS OF THE FORM OF ACTION OR THEORY OF LIABILITY (INCLUDING FOR BREACH OF CONTRACT, TORT, NEGLIGENCE, BY STATUTE OR OTHERWISE) SHALL BE LIMITED TO THE ACTUAL DIRECT DAMAGES SUFFERED AND SHALL NOT EXCEED AN AMOUNT THAT IS EQUIVALENT TO THE PURCHASE PRICE OF THE product ACTUALLY PAID BY LICENSEE. THIS SECTION SHALL SURVIVE A FUNDAMENTAL BREACH OR BREACHES AND/OR 34 FAILURE OF THE ESSENTIAL PURPOSE OF THE AGREEMENT. 13. Survival: The parties acknowledge and agree that the provisions of Sections 2, 6, 7, 9, 11(b), 12, 13, 14, 15, 16 and 17 shall survive any termination of this EULA for any reason. 14. English Language: The parties declare that they have required that this agreement and all documents related hereto, either present or future, be drawn up in the English language only. Les parties dclarent par les prsentes quelles exigent que cette entente et tous les documents y af rents, soit pour le prsent ou le futur, soient rdigs en langue anglaise seulement. 15. Jurisdiction: This EULA shall be exclusively governed by, construed and interpreted in accordance with the laws of the Province of Ontario, Canada. For the purpose of all legal proceedings this EULA shall be deemed to have been performed in the Province of Ontario, Canada and the parties expressly coni rm that the law of the Province of Ontario is the proper law. If Customer is located in a jurisdiction other than Canada, the parties agree that neither the United Nations Convention of the International Sale of Goods or the (U.S.) Uniform Computer Information Transactions Act shall apply to this EULA. The parties irrevocably attorn to the nonexclusive jurisdiction of the Courts of the Province of Ontario in respect of all matters and disputes arising hereunder. 16. Export Law Assurances: LICENSEE acknowledges that the Software may be subject to export and import control laws, and agrees to comply fully with those laws in connection with the Software. 17. General Provisions: No delay or omission by ecobee to exercise any right or power it has under this EULA or to object to the failure of any covenant of LICENSEE to be performed in a timely and complete manner, shall impair any such right or power or be construed as a waiver of any succeeding breach or any other covenant. Any waivers by ecobee must be in writing and signed by an authorized representative of ecobee. If any provision of this EULA is held by a court of competent jurisdiction to be invalid or unenforceable in any respect, then the remaining provisions of this EULA, or the application of such provisions to persons or circumstances other than those as to which it is invalid or unenforceable shall not be af ected thereby, and each such provision of this EULA shall be valid and enforceable to the extent granted by law. The EULA constitutes the entire agreement between the parties as it relates to the license and use of the Software and User Manual and the subject matter of this EULA and supersedes all prior or contemporaneous agreements, negotiations, representations and proposals, written or oral between ecobee and LICENSEE. The EULA may only be amended or supplemented by written agreement executed by each of the parties. 35 97B0117N02

*97B0117N02*

2013 ClimateMaster, Inc. ClimateMaster, Inc. 7300 SW 44th Street Oklahoma City, OK 73179 1.405.745.6000 www.climatemaster.com

www.DaikinENVi.com Daikin North America LLC. 5151 San Felipe Dr, Suite 500 Houston, TX 77056 USA DACA-TS1-1 Daikin ENVi Thermostat Installation Manual SAFETY CONSIDERATIONS Read these SAFETY CONSIDERATIONS for Installation carefully before installing the Daikin ENVi thermostat kit. After completing the installation, make sure that the unit operates properly. Instruct the customer on how to operate and maintain the thermostat. Inform customers that they should store this Installation Manual with the Operation Manual for future reference. Always use a licensed installer or contractor to install this product. Improper installation can result in electric shock or ire. All electrical work must be carried out in accordance with local, state and national regulations. Safely dispose all packing materials in accordance with federal/state/local laws or ordinances. Only qualiied personnel must carry out the installation work. Installation must be done in accordance with this installation manual. Improper installation may result in electric shock or ire. Use only speciied accessories and parts for installation work. Failure to use speciied parts may result in electric shock, ire or the unit failing. Make sure that all wiring is secured, that speciied wires are used, and that no external forces act on the terminal connections or wires. Improper connections or installation may result in ire. Before touching electrical parts, turn of the unit. Do not touch the thermostat with wet ingers. Touching the thermostat with wet ingers can cause electric shock. Do not allow children to play with the unit to prevent injury. Do not install the thermostat in the following locations:

- Where a mineral oil mist or oil spray or vapor is produced, for example, in a kitchen.

- Where corrosive gas such as sulfurous acid gas is produced.

- Near machinery emitting electromagnetic waves. Electromagnetic waves may disturb the operation of the control system and cause the unit to malfunction. Disposal of the unit must be done in accordance with the relevant local, state and national regulations. CONTENTS GETTING STARTED Welcome Contractor Thermostat Registration Package Contents Before You Begin Daikin System Compatibility Speciications Wiring Requirements INSTALLING THE THERMOSTAT KIT Step 1. Power Of the Daikin Indoor Unit Step 2. Position and Wire the DPCA Step 3. Install the Daikin ENVi Thermostat Step 4. Connect the Thermostat Wiring Step 5. Mount the DPCA Step 6. Power On Daikin Indoor Unit NAVIGATING THE MENUS Using the Navigation Buttons CONFIGURING THE DAIKIN ENVi THERMOSTAT Preferences Installation Settings Reset Equipment or User Settings Rebooting the Daikin ENVi thermostat Sensors CONFIGURING REMINDERS AND ALERTS List of Alerts ONE-YEAR LIMITED WARRANTY Approvals FCC Compliance Statement IC Statement 1 1 1 2 3 4 5 6 6 6 7 9 11 12 12 13 13 15 15 16 21 22 22 23 25 26 27 28 29 GETTING STARTED Welcome The Daikin ENVi thermostat kit has been designed to ensure the installation process is simple and eicient. This 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 Daikin ENVi thermostats in your Contractor Portal. Contractor Thermostat Registration Use the serial number sticker (included in package) for Contractor Portal registration. 1 Before You Begin This product is intended to be installed by trained service professionals. This manual explains the procedures for installing the Daikin ENVi thermostat. Please read it carefully before beginning the installation. For information on how to operate the Daikin ENVi thermostat, please see the Daikin ENVi User Manual. The Daikin ENVi thermostat is designed to be mounted on the homeowners wall in a convenient location.

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Caution: Disconnect electric power to the Daikin Indoor Unit 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, contact your local waste-management authority for disposal instructions. Do not discard the old product in the regular trash. 3 Daikin System Compatibility The Daikin ENVi thermostat is designed to operate only with the Daikin Heat Pump and Cooling Indoor Units where the BRC944 wired remote controller is applicable. The Daikin ENVi thermostat supports the following systems:

Single-Split system Multi-Split system (2 to 8 ports) SkyAir FTXS Indoor Units Applicable indoor unit models:

FTK, FTKN, FTKS, FTXG, FTX, FTXS, FTXN

(09/12 K(E)VJU requires KRP980B1 interface adapter), CTXS, FDXS, CDXS and FVXS. Models numbers ending in NMVJU will require an interface adapter (KRP067A41 or KRP980B2). Please consult the Daikin indoor unit installation manual for the appropriate adapter use. The Daikin ENVi thermostat can also support a single-stage auxiliary heater.

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Any auxiliary heater that requires air low from the Indoor Unit should be equipped with an air low switch for safety. The indoor unit fan could stop during the defrost cycle and other situations. 4 Speciications Thermostat Speciications Temperature Heat Set Point Range Cool Set Point Range Display Range Sensitivity Operating Range Humidity Display Range Sensitivity Operating Range 45 to 80 F (7 to 26.5 C) 65 to 95 F (18.5 to 35 C) 40 to 100 F (5 to 37 C)

+/- 1 F (0.5 C) 32 to 130 F (0 to 55 C) 20 to 90% R.H.

+/- 5% R.H. 5 to 95% R.H.

(non-condensing) Auxiliary Heater Relay Electric Rating Dimensions Width x Height x Depth 30VAC, Max Current 3A 5.5 x 3.25 x 1 inches

(139.5 x 82.5 x 25 mm) Power 24 VAC (3VA maximum) (provided from the DPCA) DPCA Speciications Temperature Operating Range Humidity Operating Range 20 to 140 F (7 to 60 C) 5 to 95% R.H.

(non-condensing) Dimensions Width x Height x Depth 4.7 x 2.0 x 1.3 inches

(120 x 50 x 32.5 mm) Power 208/230 VAC (provided from Indoor Unit) 5 Wiring Requirements The Daikin ENVi thermostat uses 4-wire low-voltage cable to connect to the Daikin Power and Communication Adapter

(DPCA) which in turn connects to the Indoor Unit. The maximum wire length between the Daikin ENVi thermostat and the DPCA is as follows:

18 AWG: 1250 ft/380 m 20 AWG: 800 ft/240 m 22 AWG: 500 ft/150 m INSTALLING THE THERMOSTAT KIT There are 5 steps to install the Daikin ENVi thermostat kit:

Step 1. Power Of the Daikin Indoor Unit Step 2. Position and Wire the DPCA Step 3. Install the Daikin ENVi thermostat Step 4. Connect the Thermostat Wiring Step 5. Mount the DPCA Step 6. Power On Daikin Indoor Unit Step 1. Power Of the Daikin Indoor Unit Before installing the Daikin ENVi thermostat kit, disconnect the power to the Indoor Unit. WARNING: The Indoor Unit uses a high-voltage 208/230V power source. Always DISCONNECT power to the Indoor Unit before connecting any power wires. Failure to do can result in death, ire, or electrical shock 6 Step 2. Position and Wire the DPCA The Daikin Power and Communication Adapter (DPCA) provides an interface between the thermostat and Indoor Unit. To install the DPCA:

1. Position the DPCA in a suitable location, away from water and near the Indoor Unit (for example, a backside cavity of a wall-mounted unit). The DPCA is not plenum rated and should be mounted in a non-plenum space. 2. Connect the DPCA power cable to the Indoor Unit power supply terminals. Ensure that the electrical connections are securely tightened. 3. Remove the DPCA cover by grasping both sides and pulling along the length of the DPCA. 4. Use the Wiring Harness to connect the P2 terminal on the DPCA to the S21 terminal on the Indoor Units main PCB. Refer to the Daikin system installation manual for information about accessing the S21 terminal. 7 Power Cable Power cable to terminal block on Indoor Unit Indoor Unit Terminal Block 1 2 3 Wires to outdoor unit are not shown L1 L2 G Black Red Green DPCA P1 Terminal 4-wire low-voltage cable to thermostat

(not included) Cover P2 Terminal Wire harness to Indoor Unit (included) P2 To terminal S21 on Indoor Unit Wire Harness main control board DPCA Wiring Connectors 8 1 2 3 4 5 Step 3. Install the Daikin ENVi Thermostat The ideal location for the thermostat is approximately 5 ft (1.5 m) above loor level in the main living area. Do not install the thermostat:

Close to sources of heat such as incandescent lights Near supply heating/cooling sources In direct sunlight On exterior, non-insulated or poorly insulated walls In the kitchen or other areas of potentially high heat and/or humidity In an area that could restrict air low To install the thermostat:

1. If necessary, remove the previous thermostat. 1. Gently separate the backplate from the Daikin ENVi thermostat. 2. Place the thermostat backplate on the wall. Make sure that any existing wires can be inserted through the opening for the wiring. If the backplate does not adequately cover the area where the previous thermostat was installed, attach the trim plate to the back of the backplate to increase its coverage. 3. Using the backplate as a template, mark the location of the mounting holes on the wall as shown. 9 D

D

C R A

R A

The solid color indicates mounting holes 4. Move the backplate out of the way and make holes where indicated in the previous step. The mounting holes can accommodate a #6 pan-head screw. It is recommended to use the included fasteners to ensure proper itting of the front housing. 5. Use the included drywall plugs (or other suitable anchors) to ensure the thermostat can be mounted securely to the wall. 6. Fasten the backplate and optional trim plate to the wall using the screws provided (or other suitable screws). 10 Step 4. Connect the Thermostat Wiring Use the ield-supplied 4-wire low-voltage cable to connect the thermostat to the DPCA. To connect the thermostat to the DPCA:

1. Connect the wires as shown:

P1 Terminal on DPCA D-

D+

C R Daikin ENVi Thermostat Optional Auxiliary Heater 24VAC C D-

D+

C R AUX R AUX 2. Attach the Daikin ENVi thermostat to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. 11 Step 5. Mount the DPCA After you make the necessary wiring connections, mount the DPCA by using the adhesive sticker or mounting screws as needed. Step 6. Power On Daikin Indoor Unit After youve completed the wiring, you can apply power to the Daikin Indoor Unit. The Daikin ENVi thermostat receives power from the equipment and will automatically power on. After you power on the Indoor Unit:

1. Verify the green LED on the DPCA has turned on. Upon veriication, re-attach the DPCA cover. 2. Use the wire ties to secure the wires as needed. 12 NAVIGATING THE MENUS The Daikin ENVi thermostat has an easy-to-read color screen that displays all the information you need to conigure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and conigure settings. Using the Navigation Buttons The navigation buttons let you select options and control the Daikin ENVi thermostat. O

(up) On the Home screen, press increase the temperature set point by 1F

(0.5C). For menus, press to move up. to

(down) On the Home screen, press

decrease the temperature set point by 1F

(0.5C). For menus, press to move down.

to

(left) On the Home screen, if Auto mode to switch between heat



is enabled, press and cool set points. For menus, press back to the previous screen.





to go

(right) On the Home screen, if Auto mode



is enabled, press and cool set points. For menus, press choose the currently highlighted option. to switch between heat to





OK On a menu screen, press OK to choose the currently highlighted option. If a coniguration option is selected, pressing OK will keep its new value and return back to the previous screen. 13 MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. BACK On a menu screen, press BACK to go back to the previous screen. M


B

On-Screen Keyboard If you need to type in any information, an on-

screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select to enter capital letters; select to enter commonly used symbols. If you make a mistake, press to delete the text . To keep your changes, select your changes, press BACK. To cancel 14 CONFIGURING THE DAIKIN ENVi THERMOSTAT The irst step after installing the Daikin ENVi thermostat is to conigure the thermostat settings for the Indoor Unit. Preferences This section describes the user preferences that should be conigured during installation. For a complete description of all user preferences, see the Daikin ENVi User Manual. Intelligent Eye Some models of the Indoor Unit include an intelligent eye, an infrared sensor that detects room occupancy. It adjust the set point by 3.6F

(2C) if no movement is detected in order to save energy (+3.6F/+2C if cooling, 3.6F/2C if heating). To use intelligent eye, you must enable this option in the Daikin ENVi thermostat and then enable it with the Daikin wireless remote controller. If enabled, the thermostats Smart Recovery and Temp Alert functions are not available. By default, intelligent eye is disabled on the thermostat. Do NOT enable the intelligent eye with the Daikin wireless remote controller when it is disabled on the thermostat as this may cause suboptimal operation and result in invalid recovery and alert messages. Also, if an auxiliary heater is conigured, enabling intelligent eye may energize the auxiliary heater more often than would normally be required. To conigure the intelligent eye:

From the Home screen, press MENU. Select Settings Preferences. Select Intelligent Eye. Enable (Yes) or disable

(No) the intelligent eye sensor. 15 Installation Settings The Installation Settings let you conigure the equipment connected to the Daikin ENVi thermostat. Allow Auto Heat/Cool Enabling this option allows the user to select auto change-over as a system mode. Only visible if the Indoor Unit supports heat or an auxiliary heat source is conigured. Heat/Cool Min Delta Sets the minimum diference between the heat mode set temperature and the cool mode set temperature when the system mode is in auto-

changeover. The delta is adjustable from 2 to 10 F (1.1 to 5.5 C). The default value is 5 F (2.8 C). Only visible if the Indoor Unit supports heat or an auxiliary heat source is conigured. System Settings The System Settings let you conigure general heat pump settings. Min Cycle Of Time Sets the minimum equipment of time between cycles: 240 to 900 seconds (default is 240 seconds). Min Cycle On Time Sets the minimum equipment run time in cool mode: 1 to 20 min (default is 3 min). Min Outdoor Temp Disables the compressor when the outside air temperature reaches the conigured minimum setting. This performs two functions. It prevents the compressor from running when the outdoor temperature is too low, thus resulting in To conigure the system settings:

From the Home screen, press MENU. Select Settings Installation Settings. Conigure the devices connected to the thermostat. 16 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 10 to 65 F (23.3 to 18.3 C) or disabled by default. This feature uses the Internet to obtain the current outdoor temperature. If no Internet is available, the Outdoor Units temperature sensor is used instead. Cool Diferential Temp The minimum diference between the current temperature and set temperature before the system calls for cool. A smaller diference means shorter cycle times, whereas a larger diference results in longer cycle times. The temperature range is adjustable from 0.5 to 3 F (0.3 to 1.7 C) in 0.5F (0.3C) increments. Cool Dissipation Time The amount of time the fan will run after the cool has been turned of. Running the fan for a period of time allows for any cooled air left in the ducts to circulate throughout the home. The time is adjustable from 0 to 900 seconds (default is 0 seconds). AC Overcool Max When using the AC to dehumidify, the setting conigures how many degrees below the current set point the thermostat will run in order to reach the dehumidify set point. Options are Disabled

(default) and 0.5 to 3 F (0.3 to 1.8C) in 0.5 F

(0.3C) increments. Heat Diferential Temp The minimum diference between the current temperature and set temperature before the system calls for heat. A smaller diference means shorter cycle times, whereas a larger diference results 17 in longer cycle times. The temperature range is adjustable from 0.5 to 3 F (0.3 to 1.7 C) in 0.5F (0.3C) increments. The default ofset is 0.5F (0.3C). If the Indoor Unit is AC only and an auxiliary heater is conigured, this option appears under the Aux Heat Settings menu. 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 of. Running the fan for a period of time allows for heated air to circulate throughout the home. The time is adjustable from 0 to 900 seconds (default is 0 seconds). If the Indoor Unit is AC only and an auxiliary heater is conigured, this option appears under the Aux Heat Settings menu. Indoor Unit Temp Ofset Depending on its type, the Indoor Unit uses a temperature ofset for the heating set point, taking into consideration the higher sensing temperature. The Daikin ENVi thermostat applies the ofset to the set point which is sent to the Indoor Unit. The ofset should be 3.5F (2.0C) for wall-mounted and ducted indoor units, and 0F (0C) for loor-standing indoor units (available in the future). The ofset range is adjustable from 0F (0C) to 5.5 F (3.0C) in 0.5F (0.3C) increments to allow for future indoor unit expansions. The default ofset is 3.5F (2.0C). Heat Pump to Aux Temp Delta The minimum diference between the current temperature and the set temperature that will activate Aux Heat (regardless if the maximum run time of the heat pump was 18 reached). Options are Auto (default) and 1 to 10 F (0.6 to 5.6C). Only visible if Indoor Unit supports heat and an auxiliary heat source is also conigured. Heat Pump to Aux Runtime The maximum amount of time the heat pump will run before engaging Aux Heat. Options are Auto

(default), Disabled, and 10 to 180 minutes. Only visible if Indoor Unit supports heat and an auxiliary heat source is also conigured. Aux Heat Settings The Aux Heat Settings conigure an auxiliary heat source. If you want to test the auxiliary heater during installation, set Aux Heat Installed to Yes and set Allow HP with Aux Heat to No. Then, adjust the heat set point to enable the auxiliary heater. Aux Heat Installed When set to Yes, conigures the thermostat to control an auxiliary heat source. Aux Heat Requires Fan When set to Yes, conigures the thermostat to control the fan when auxiliary heat is used. Allow HP with Aux Heat When set to Yes, it will turn on auxiliary heat in addition to the heat pump. For information about how auxiliary heat will be engaged with the heat pump, see the settings Heat Pump to Aux Temp Delta and Heat Pump to Aux Runtime. Aux Min On Time Sets the minimum equipment run time for auxiliary heat: 1 to 20 min (default is 5 min). Max Outdoor Temp Conigures the maximum outdoor temperature threshold. 19 Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 F (-17.8 to 26.5 C) in increments of 0.5F

(0.3C). The default value is 70F (21C). Fan Coniguration The Fan Coniguration settings map the Indoor Units internal fan speeds to the fan speed options displayed to the user on the thermostat. Heating Mode Speeds Conigures fan speed when the user selects High, Medium or Low while the system is in heat mode. The possible speeds for each value are High, Medium High, Medium, Medium Low, and Low. Cooling Mode Speeds Conigures fan speed when the user selects High, Medium or Low while the system is in cool mode. The possible speeds for each value are High, Medium High, Medium, Medium Low, and Low. Fan Only Mode Speeds Conigures fan speed when the user selects High, Medium or Low while the system is not actively cooling or heating the room. The possible speeds for each value are High, Medium High, Medium, Medium Low, and Low. Aux Fan Min Speed Conigures minimum fan speed used when Aux Heat requires a fan. The possible speed is High, Medium High, Medium, Medium Low, or Low. Force System Of Force System Of is used to clear a latched system error status in the indoor unit by turning of the equipment for ive seconds after system servicing. Operation will automatically resume with the previous settings once complete. 20 Tstat Temp Correction Lets you program an ofset between the real temperature at the thermostat and the displayed temperature. If you ind that the temperature where the thermostat is located does not represent the room temperature, change the ofset to compensate for the diference. The correct temperature is adjustable from +/- 10F (+/-5 .6C) in 0.5F (0.3C) increments. Installer Code To prevent accidental modiications to the installation settings, you can enable the following installer code: 3262. The code is ixed and cannot be changed. Reset Equipment or User Settings You can restore equipment or user settings on the Daikin ENVi thermostat back to their factory defaults. Reset Registration Resets the connection between the Daikin ENVi thermostat and the users personalized Web Portal. Preferences and Schedule Resets all preferences, reminders, alerts and programming back to the default state. HVAC Equipment Settings Resets the coniguration of the Indoor Unit and/or auxiliary heat equipment. All Settings Resets the Daikin ENVi thermostat back to its default factory settings. To reset the Daikin ENVi thermostat:

From the Home screen, press MENU. Select Settings Reset. Select the desired reset method. 21 Reset Contractor Info Resets any information about the Contractor who installed the Daikin ENVi thermostat. Rebooting the Daikin ENVi thermostat You can reboot the Daikin ENVi thermostat by pressing the physical hardware reset button, located through an opening in the bottom left corner of the Daikin ENVi thermostat. Rebooting will not alter programming or coniguration options. Reset button Sensors By default, the Daikin ENVi thermostats Internal Sensor is used for an accurate indication of the room temperature (recommended setting). The Indoor Unit is also equipped with a room temperature sensor which you can use instead. You can also enable both sensors to provide an average sensing temperature. However, the Indoor Unit sensor and averaging methods are not recommended because the Indoor Unit sensor, especially wall-mounted models, can be afected by certain operations such as starting up and defrosting in a short time which may cause improper control of the indoor unit by the ENVi Thermostat. To select the temperature sensor:

From the Home screen, press MENU. Select Sensors Conigure. Enable or disable each sensor by selecting Internal Sensor or Indoor Unit and then selecting Yes or No. 22 CONFIGURING REMINDERS AND ALERTS The Daikin ENVi thermostat can generate periodic maintenance reminders that help the homeowner know when to perform periodic maintenance. The thermostat can also generate alerts if the system detects an error or if the temperature in the home goes over or under a pre-programmed level (which protects the home from damage due to freezing and/or excessive heat). Alerts are displayed on the screen. They include a description, error code (in the case of a system error), and optional technician contact information. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed in the web portal. System Service The system service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This reminder, along with technician contact information, can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed in the web portal. You can set the Last Service date, turn the Reminder On or Of, and to set the Frequency of the maintenance interval in months. To conigure Reminders and Alerts From the Home screen, press MENU. Select Reminders and Alerts. Conigure the Reminder and Alert settings as required. 23 Low Temp Limit Sets the temperature at which the thermostat will generate a Low Temperature Limit alert. The range can be:

Disabled No alert will be generated. Enabled Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Limit Sets the temperature at which the thermostat will generate a High Temperature Limit alert. The range can be:

Disabled No alert will be generated. Enabled Set temperature range of 60 to 104 F (15.5 to 40 C). Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the Daikin ENVi thermostat screen. Alerts will continue to be displayed on the web portal and sent via email. Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not be appear in the screen, web portal, or emails. 24 List of Alerts Below is a complete list of alerts. Depending on your coniguration, some of these may not apply. Low Temp Limit Temperature in the home is too low. High Temp Limit Temperature in the home is too high. Heat Not Responding Cool Not Responding The system has failed to heat the home. The system has failed to cool the home. System Service HVAC system due for regular maintenance. Auxiliary heat source is running too often. Your auxiliary heat has been called to run when the outdoor temperature exceeds the programmed set point. A system error occurred. If the Indoor Units status LED is blinking after the error has been corrected, select Settings Installation Settings Force System Of to reset the latched error status and turn of the blinking LED. Communication with the Indoor Unit has been lost. Check the wiring connections between the DPCA, ENVi thermostat and Indoor Unit. The green LED on DPCA should be on and solid. Upon initial power up of the system communication, this alert may be generated. Wait up 10 minutes for system to initialized before troubleshooting. The alert will be removed automatically once communication has been established. Auxiliary Heat Run Time Auxiliary Outdoor Temperature System error, service required Lost communication 25 ONE-YEAR LIMITED WARRANTY Daikin North American LLC, (Daikin) warrants that for a period of one (1) year from the date of purchase by the end-user (Customer), the Daikin ENVi thermostat (the Product) shall be free of defects in materials and workmanship under normal use and service. During the limited warranty period, Daikin shall, at its option, repair or replace any defective Products, at no charge. Any replacement and/or repaired device are warranted for the remainder of the original limited warranty or ninety (90) days, whichever is longer. NO LABOR WARRANTY This limited warranty will apply with respect to parts only and not labor. Accordingly, subject to the conditions and limitations set forth herein, the limited warranty entitles the Customer to receive, at the option of Daikin only, a repaired or replacement part. If the Product is defective, please call the third party contractor (Installing Contractor). After consulting with the Installing Contractor, Daikin will make the determination whether a replacement Product can be sent to you or whether the Product should be returned to the following address:

Daikin North American LC., 5151 San Felipe Dr, Suite 500, Houston, TX 77056. In the event of a failure of a Product, Customer may:

contact the Installing Contractor from whom the Product was purchased to obtain an equivalent replacement product, provided the Installing Contractor determines that the returned Product is defective and Customer is otherwise eligible to receive a replacement product This limited warranty does not cover removal, freight or reinstallation costs and shall not apply if the damages were found to be caused by something other than defects in materials or workmanship. The limited warranty will be void and of no efect, and Daikin will have no liability to Customer or anyone, including without limitation, if the Product:

was operated/stored in abnormal use or maintenance conditions not prescribed in the User Manual;

is repaired, modiied or altered by any source other than Daikin, its agents or a licensed Heating Ventilating and Air Conditioning (HVAC) contractor and Daikin expressly authorizes such repair;

the Product was subjected to misuse, abuse, negligence , electrical fault, improper handling or improper or inadequate maintenance accident or acts of nature;

the Product is not operated or maintained and serviced in compliance with the printed instructions and recommendations of Daikin;

the serial number of the Product has been altered, defaced, or removed;

the Product is mishandled by Customer or any third party;

lightning, luctuations in electrical power or acts of God have occurred;

problems arise from normal wear and tear;

the Product has not been purchased from an authorized Daikin distributor or sales representative (an Authorized Seller) or from a party or contractor who has purchased the Product from an Authorized Seller;

was not installed by a licensed Heating Ventilating and Air Conditioning (HVAC) contractor or was installed improperly. 26 The limited warranty is for repair or replacement of parts or Product only. Except to that limited extent, Daikin will not under any circumstances be liable for any loss, cost, damage, or expense of any kind arising out of a breach of this limited warranty or otherwise. Without intending to limit the foregoing sentence, it is speciically provided as follows: DAIKIN SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY, SPECIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF REVENUE, PROFIT OR USE, ARISING OUT OF A BREACH OF THIS LIMITED WARRANTY

(INCLUDING BUT NOT LIMITED TO DAMAGE RESULTING FROM MOLD OR OTHER CONTAMINATES) OR IN CONNECTION WITH THE SALE, MAINTENANCE, USE, OPERATION, SERVICING OR REPAIR OF ANY DAIKIN PRODUCT. IN NO EVENT WILL DAIKIN BE LIABLE FOR ANY AMOUNT GREATER THAN THE PURCHASE PRICE OF A DEFECTIVE PRODUCT. THIS LIMITED WARRANTY IS THE SOLE AND EXCLUSIVE WARRANTY FOR DAIKIN PRODUCT, AND IS IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED, IN LAW OR IN FACT. DAIKIN SPECIFICALLY DISCLAIMS ALL OTHER WARRANTIES EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR USE OR PURPOSE OR OF NON-INFRINGEMENT, OR ANY IMPLIED WARRANTY ARISING OUT OF A COURSE OF DEALING OR OF PERFORMANCE OR USAGE OF TRADE. NO PERSON OR ENTITY IS AUTHORIZED TO BIND DAIKIN TO ANY OTHER WARRANTY, OBLIGATION OR LIABILITY FOR ANY DAIKIN PRODUCT. ACCEPTANCE, INSTALLATION, OPERATION OR USE OF THE DAIKIN PRODUCT FOR WHICH THIS WARRANTY IS ISSUED WILL CONSTITUTE ACCEPTANCE OF THE TERMS HEREOF. SOME JURISDICTIONS MAY NOT ALLOW THE EXCLUSION OR LIMITATION OF INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES, OR OF ANY EXPRESS OR IMPLIED WARRANTIES, SO TO SUCH EXTENT THE ABOVE EXCLUSIONS MAY NOT APPLY TO CERTAIN CUSTOMERS. THIS LIMITED WARRANTY PROVIDED BY DAIKIN GIVES CUSTOMERS SPECIFIC LEGAL RIGHTS, AND CUSTOMERS MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM JURISDICTION TO JURISDICTION. The disclaimers of liability included in this limited warranty shall remain in efect and shall continue to be enforceable in the event that any remedy herein shall fail of its essential purpose No one is authorized by Daikin to modify this limited warranty in any respect or to create for Daikin any other obligation or liability in connection with the Product unless done so in a written agreement bearing the handwritten signature of the President of Daikin. Customer agrees that any purported change by Daikin shall be null and void unless the President of Daikin shall have expressly so agreed to such change. This limited warranty gives you speciic rights, and you may also have other rights which vary from jurisdiction to jurisdiction. If you have any questions regarding this limited warranty, please write Daikin North America LLC., 5151 San Felipe Dr, Suite 500, Houston TX 77056. Approvals This product was designed and built in accordance to RoHS directive 2002/95/EC and contains no hazardous substances as deined by this directive. 27 FCC Compliance Statement Compliance notice:

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment of and on, the user is encouraged to try to correct the interference by one or more of the following measures:

Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit diferent from that to which the receiver is connected. Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

1. This device may not cause harmful interference. 2. This device must accept any interference received, including interference that may cause undesired operation. Change or modiications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 8 inches during normal operation. 28 Industry Canada (IC) Compliance Notice:

This device complies with Industry Canada license-exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference, and 2. This device must accept any interference, including interference that may cause undesired operation of the device. This Class B digital apparatus complies with Canadian ICES-003. RF Exposure Statement:

This equipment complies with IC RSS-102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. FCC ID: XF6-RS91-10N1102 IC: 8407A-91101102 Warning: Changes or modiications not expressly approved by Daikin North America LLC. could void the users authority to operate the equipment. 29

EMS Si Manual CONTENTS GETTING STARTED Before You Begin HVAC System Compatibility Specifications Wiring Requirements INSTALLING THE EMS Si Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the EMS Si Step 4. Connect the Wiring Step 5. Power On HVAC Equipment NAVIGATING THE MENUS Using the Navigation Buttons CONFIGURING THE HVAC SETTINGS Equipment Thresholds Reset HVAC Equipment Settings Performing a Hardware Reset Rebooting the EMS Si Configuring Reminders and Alerts Alerts 1 2 3 4 5 6 6 6 6 8 19 19 19 21 21 24 28 28 29 30 31 AUTOMATION Setting Up the Sensor Inputs CONNECTING TO THE INTERNET Setting Up WiFi and Obtaining a Registration Code Configuring a Web Portal Account USING YOUR EMS Si System Mode Fan Weather Forecast Cleaning the EMS Si CONFIGURING YOUR EMSSi Configuring Personal Preferences Utility CPP Setting WiFi Creating Your Weekly Schedule Using the Weekly Schedule Editor Scheduling a Calendar Event 3-YEAR LIMITED WARRANTY END-USER SOFTWARE LICENSE AGREEMENT APPROVALS & COMPLIANCE 33 33 37 38 39 41 42 42 44 44 45 45 49 51 52 53 54 56 58 63 GETTING STARTED Welcome The ecobee Energy Management System Si (EMS Si) is the newest technology designed for the commercial market. It is ideal in applications where a simple programmable Thermostat does not provide adequate controls and functionality and a full-scale building automation system is too complex and cost prohibitive. The ecobee EMS Si is user-friendly, reduces a buildings operating costs, and delivers increased energy conservation. From their EMS Web Portal, users can remotely monitor, identify, analyze and troubleshoot performance issues; manage the temperature and operational settings from a central location;

and take action without having to send a technician on-site. The ecobee EMS Si can maximize any buildings efficiency, reduce energy consumption and deliver significant cost savings Technical Support Our technical support team is available to answer your questions at 1.877.932.6233, or via email at support@ecobee.com. 1 Before You Begin This product is intended to be installed by trained service professionals. This manual explains the procedures for installing the ecobee EMS Si. Please read it carefully before beginning the installation. The EMS Si is designed to be mounted on the wall in a convenient location. OK MENU BACK ecobee

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Caution: Disconnect electric power to the HVAC 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, contact your local waste-management authority for disposal instructions. Do not discard the old product in the regular trash. 2 HVAC System Compatibility Information The EMS Si is designed to operate with low-

voltage heating and cooling systems. It is not designed for use with line-voltage or millivolt heating and cooling systems. The EMS Si supports:

Up to 2 heat and 2 cool stages on a conventional system. Up to 3 heat and 2 cool stages on a heat pump system. Supported?

Yes The ecobee EMS Si supports the following equipment:

Equipment Gas/Oil/Electric heating

(up to two stages) Heat pump with auxiliary heat

(up to three stages) Geothermal Heat Pump Dual fuel systems Standard electric cooling

(up to two stages) Boilers Sensors with dry contact outputs Yes Yes Yes Yes Yes Yes 3 Specifications Temperature ranges 20 to 90% R.H. 45 to 79 F (7 to 26 C) 45 to 92 F (14 to 33 C) 40 to 100 F (5 to 37 C) Heat:

Cool:

Display:

Sensitivity: +/- 1 F (0.5 C) Operating: 32 to 130 F (0 to 55 C) Humidity Range Display:

Sensitivity: +/- 5% R.H. Operating: 5 to 95% R.H (non-condensing) Dimensions Thermostat: 5.5W x 3.25H x 1D

(139.5mm H x 82.5mm W x 25mm D) Power 24 VAC (3VA minimum) 4 Wiring Requirements The following table shows the maximum wire lengths allowed:

Thermostat to HVAC Equipment 18 AWG 128 ft/380 m 20 AWG 80 ft/240 m 22 AWG 50 ft/150 m Terminal Description and Electrical Ratings Voltage N/A Terminal Description N/C Y W (O/B) Unused 1st stage compressor 30V AC 1st stage heating 30V AC or reversing valve changeover 30V AC Fan 30V AC Cool transformer *

30V AC Heat transformer *

Common 30V AC 2nd stage compressor 30V AC 30V AC G RC RH C Y2 W2 (AUX) 2nd stage heating or Current Max N/A 3A 3A 3A 3A 3A 3A 3A 3A 1st stage auxiliary heat Input 1+

Input 1-

Input 2+

Input 2-

R1+

R1-

R2+

R2-

* Factory jumper installed between RC and RH. Remove jumper for 2-transformer applications. See wiring diagrams for additional information. Dry contact only Dry contact only Dry contact only Dry contact only 5 INSTALLING THE EMS Si There are 5 steps to install the ecobee EMS Si:

Step 1. Power Off HVAC Equipment Step 2. Remove Existing Thermostat Step 3. Install the EMS Si Step 4. Connect the Wiring Step 5. Power On HVAC Equipment Step 1. Power Off HVAC Equipment Before disconnecting the existing thermostat, or installing the EMS Si, disconnect the power to the heating and air conditioning equipment. Step 2. Remove Existing Thermostat Disconnect the wires to the existing thermostat and remove it from the wall (if you are installing the EMS Si in the same location). Step 3. Install the EMS Si The ideal location for the thermostat is approximately 5 ft (1.5 m) above floor level in the main living area. Do not install the thermostat:

Close to sources of heat such as incandescent lights Near supply heating/cooling sources In direct sunlight On exterior, non-insulated or poorly insulated walls In the kitchen or other areas of potentially high heat and/or humidity 6 In an area that could restrict air flow To install the thermostat:

1. Gently separate the backplate from the thermostat. 2. Place the 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. R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C The solid color indicates mounting holes 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. It is recommended to use the included fasteners to ensure proper fitting of the front housing. 5. Use the included drywall plugs (or other suitable anchors) to ensure the thermostat can be mounted securely to the wall. 6. Fasten the backplate to the wall using the screws provided (or other suitable screws). 7 Step 4. Connect the Wiring You need to use low-voltage cable to connect the thermostat to the HVAC equipment. Check the wiring diagrams on pages 8 to 17 for the number of wires required. Note: There is a factory installed jumper between R/H and R/C. Ensure any unused wires do not have exposed bare copper conductors. To connect the thermostat to the equipment:

1. Connect the wires as shown in the wiring diagrams. 2. Attach the EMS Si to the backplate. Ensure that the pins on the thermostat align with the terminal block on the backplate. Wiring Diagrams The following diagrams show how to connect the thermostat terminals to various HVAC equipment. 8 1-stage Furnace Y W G R HUM C 1-stage AC 24V C EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat/cool 9 1-stage Furnace Y W G R HUM C 2-stage AC Y1 Y2 R C EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat, dual stage cool 10 2-stage Furnace Y1 W1 G W2 R Y2 HUM C 1-stage AC 24V C EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat, single stage cool 11 2-stage Furnace Y1 W1 G W2 R Y2 HUM C 2-stage AC Y1 Y2 R C EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat, dual stage cool 12 Air Handler O W Y/Y1 G R C 1-stage Heat Pump O W2 Y R C EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Single stage heat pump with auxiliary heat 13 2-stage Heat Pump Air Handler O Y1 W2 Y2 R C EMS Si Thermostat O W Y/Y1 G R C R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C Dual stage heat pump with auxiliary heat 14 Air Handler Y1 Y2 R C G 1-stage AC 24V C Boiler R C W EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Boiler with air handler and single-stage cool 15 Air Handler Y1 Y2 R C G 1-stage AC 24V C 2-stage Boiler R C W2 W1 EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Dual stage boiler with air handler and single stage cool 16 Air Handler 2-stage AC Y1 Y2 R C G Y1 Y2 R C Boiler R C W EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Single stage boiler with air handler, dual stage cool 17 Air Handler 2-stage AC Y1 Y2 R C G Y1 Y2 R C 2-stage Boiler R C W1 W2 EMS Si Thermostat R2-

R2+

R1-

R1+

W2 AUX Y2 C RH RC G W O/B Y N/C

* Remove RH/RC factory jumper C terminal to be connected to heating transformer common Dual stage boiler with air handler, dual stage cool 18 Step 5. Power On HVAC Equipment After youve completed the wiring, you can apply power to the heating and air conditioning equipment. The EMS Si receives power from the equipment and will automatically power on. NAVIGATING THE MENUS The EMS Si has an easy-to-read color screen that displays all the information you need to configure the thermostat. Use the navigation buttons on the right to quickly change the temperature, access features, and configure settings. Using the Navigation Buttons The navigation buttons located on the right of the EMS Si let you select options and control the EMS Si.

(up) On the Home screen, press to increase the temperature set point by 1F

(0.5C). For menus, press to move up.

(down) On the Home screen, press to decrease the temperature set point by 1F

(0.5C). For menus, press to move down.

(left) On the Home screen, if Auto mode is enabled, press to switch between heat and cool set points. For menus, press to go back to the previous screen. OK 19

(right) On the Home screen, if Auto mode is enabled, press to switch between heat and cool set points. For menus, press to choose the currently highlighted option. OK On a menu screen, press OK to choose the currently highlighted option. If a configuration option is selected, pressing OK will keep its new value and return back to the previous screen. MENU Pressing MENU displays a list of all available options. If a menu is currently displayed, pressing MENU will cancel any unsaved changes and return to the Home screen. BACK On a menu screen, press BACK to go back to the previous screen. MENU BACK On-Screen Keyboard If you need to type in any information, an on-

screen keyboard will appear. To enter a letter or number, move to the character by pressing the arrow keys and then press OK to select it. Select to enter capital letters; select to enter commonly used symbols. If you make a mistake, press To keep your changes, select your changes, press BACK. to delete the text . To cancel 20 CONFIGURING THE HVAC SETTINGS The first step after installing the EMS Si is to configure the settings for the various devices

(such as a furnace or air conditioner) that are being connected. Equipment The Equipment settings let you configure the devices connected to the thermostat. Heat Pump This section lets you configure a heat pump with up to 2 heat/2 cool stages plus an auxiliary heat source. Geothermal heat pump Select Yes if you are using a geothermal heat pump. This helps the thermostat determine optimum performance and default settings. If you select No, the system will optimize the settings for an air-to-

air heat pump. OB 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 activate when there is call for heat. Min Cycle Off Time Configures the minimum compressor off time between cycles (240 to 900 seconds). Min Outdoor Temp Disables the compressor when the outside air temperature reaches the configured minimum setting. This performs two functions. It prevents the compressor To configure the equipment settings:

From the Home screen, press MENU. Select Settings Installation Settings. Select Equipment. Configure the devices connected to the EMS Si. 21 from running 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 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly. Allow HP with Aux Heat 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 upstream from the source of auxiliary heat. This setting is only available the Comp to Aux Temp Delta and Comp to Aux Runtime settings are both set to Auto (default) 22 Furnace Allows you to enable and configure up to a 2-stage conventional heat source. If you have selected a heat pump as your primary source, this feature allows you to configure the 1st stage of auxiliary heat connected to the system. Furnace Type Allows you to configure the type of furnace. This helps the thermostat 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. Heat Fan Control Configures the furnace fan to be controlled by the EMS Si or the HVAC system during heat cycles. Normally the HVAC system controls the fan during heat cycles. Air Conditioner Configures up to 2 stages of air conditioning. If you require a second stage, you must enable the Y2 relay. 23 To configure threshold settings:

From the Home screen, press MENU. Select Settings Installation Settings. Select Thresholds. Configure the temperature threshold settings. Thresholds This section configures the temperature and time thresholds associated with the heating and cooling equipment. You must configure the Equipment settings

(page 10) before setting the thresholds. Only the applicable threshold settings will be displayed

(i.e. if no air conditioner is configured, you will not see the options related to air conditioners). Allow Auto Heat/Cool Enabling this option allows 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. The delta is adjustable from 2 to 10 F (1.1 to 5.5 C). The default value is 5 F (2.8 C). Compressor Settings Min Cycle Off Time Configures the compressor off time between cycles. This ensures the compressor does not short cycle

(which could affect the operating life of the system). This time is adjustable from 240900 seconds. Min Outdoor Temp Configures the minimum outside air temperature at which the compressor will be disabled. This performs two functions. It prevents the compressor from running 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 24

(if installed) to engage to help meet the set temperature. The temperature range is adjustable from 0 to 65 F (17.8 to 18.3 C) or can be completely disabled. Note: You need an internet connection for this feature to operate properly. Aux Heat Settings Max Outdoor Temperature Configures the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. The temperature is adjustable from 0 to 80 F (26.5 C) in increments of 0.5F

(0.5C). The default value is 70F (21C). 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 shorter cycle times, whereas a larger difference results in longer cycle times. The temperature range is adjustable form 0 to 3 F (-17.5 to 26.5 C) in 0.5F (0.5C) increments. 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 home. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. Cool Differential Temp The minimum difference between the current temperature and set temperature before the system calls for cool. A smaller difference means shorter cycle times, whereas a larger difference results 25 in longer cycle times. The temperature range is adjustable from 0 to 3 F (0.3 to 1.7 C) in 0.5F (0.3C) increments. 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. The time is adjustable from 0 to 900 seconds. The default value is 30 seconds. Advanced Settings These options customize how long each stage will run before the next stage turns 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. Reverse Staging If 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 heat or cool differential setting, stage 2 will disengage and stage 1 will remain running until the set point is meet. Stage 2 Temp Delta The minimum difference between the current temperature and the set temperature that will activate the auxiliary heat (regardless if the maximum run time of the previous stage was reached). Options are Auto (default) and 1 to 10 F (0.6 to 5.6 C). Stage 1 Max Runtime The maximum amount of time stage 1 will run before engaging the 26 next stage. Options are Auto (default) and 10 to 120 minutes. Comp to Aux Temp Delta The maximum amount of time this stage will run before engaging the next stage. Options are Auto

(default) and 1 to 10 F (0.6 to 5.6 C). Comp to Aux Runtime 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 (default), Disabled, and 1 to 10 F (0.6 to 5.6C). Cool Min On Time Sets the minimum equipment run time in cool mode: 1 to 20 min

(default is 5 min). Heat Min On Time Sets the minimum equipment run time in heat mode: 1 to 20 min

(default is 5 min). Temp Correction Lets you program an offset between the real temperature at thermostat and the displayed temperature. If you find that the temperature where the thermostat is located does not represent the room temperature, change the offset to compensate for the difference. The correct temperature is adjustable from +/- 10F in 0.5F (0.3C) increments. Installer Code To prevent accidental modifications to the installation settings, you can enable a 4-digit installer code. This code is pre-programmed to 3262. 27 Test Equipment These options let you test the wiring and connections of the devices connected to the thermostat by turning them on or off. The equipment will turn off when you exit the menu.

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Warning: Compressor protection and minimum run-time features are not enforced while in this mode. To test the equipment:

From the Home screen, press MENU. Select Settings Installation Settings. Select Test Equipment. Select OK. Test the equipment connected to the thermostat by turning each component on and off. Reset HVAC Equipment Settings You can quickly restore all HVAC equipment settings on the EMS Si back to their factory defaults. Any user setting (not related to the equipment installed) will remain unchanged. If you need to reset the entire thermostat back to its original factory default settings, including user settings and registration, select Reset All Settings instead. To reset the EMS Si:

From the Home screen, press MENU. Select Settings Reset. Select HVAC Equipment Settings. Select Yes. Performing a Hardware Reset In rare circumstances, static electricity or power surges may interrupt the operation of the thermostat, forcing a hardware reset. 28 Rebooting the EMS Si You can reboot the EMS Si by pressing the physical hardware reset button, located through an opening in the bottom left corner of the EMS Si. Rebooting will not alter programming or configuration options. Reset button 29 To configure Reminders and Alerts From the Home screen, press MENU. Select Reminders and Alerts. Configure the Reminder and Alert settings as required. Configuring Reminders and Alerts The Reminders and Alerts list displays the reminders and alerts described below. HVAC Service The HVAC Service (maintenance) reminder generates an alert telling the homeowner that regularly scheduled maintenance is required. This alert, along with technician contact information can be displayed on the screen. If homeowners register their thermostats, the reminders will be emailed to them and be displayed in the web portal. You can set the Last Service date, turn the Reminder On or Off, and to set the Frequency of the maintenance interval in months. Furnace Filter Generates an alert for cleaning or changing the filter. You can set the Last Filter Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. UV Lamp Sets the reminder period for cleaning or replacing the UV lamp. You can set the Last Lamp Change date, turn the Reminder On or Off, and set the Frequency of the maintenance interval. 30 Alerts The EMS Si can generate alerts if the temperature in the home goes over or under a pre-programmed level. This protects the home from damage due to freezing and/or excessive heat. This alert, along with optional technician contact information will be displayed on the screen. If the homeowner registers the thermostat, the alert will be emailed to them and be displayed in the web portal. Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert. The range can be:

Off no alert will be generated. Set temperature range of 35 to 68 F (1.5 to 20 C). High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert. The range can be:

Off no alert will be generated. Set temperature range of 60 to 104 F (15.5 to 40 C). Display Alerts on Thermostat Select No if you do not want any of the alerts to be displayed on the EMS Si screen. Alerts will continue to be displayed on the web portal and sent via email. 31 Enable Heating/Cooling Alerts Select No to disable alerts for heat/cool error conditions. If disabled, alerts indicating that the system failed to heat or cool will not be appear in the screen, web portal, or emails. List of Alerts Below is a complete list of alerts. Depending on your configuration, some of these may not apply. Furnace Air Filter UV Lamp Low Temp Alert High Temp Alert Heat Not Responding Cool Not Responding Maintenance Reminder Furnace filter needs to be cleaned or changed. UV lamp needs to be changed. Temperature in the building is too low. Temperature in the building is too high. The system has failed to heat the home. The system has failed to cool the home. HVAC system due for regular maintenance. Auxiliary Heat Run Time Auxiliary Outdoor Temperature Auxiliary heat source is running too often. Your EMS Si auxiliary heat has been called to run when the outdoor temperature exceeds the programmed set point. 32 AUTOMATION The EMS Si can be configured to perform actions based on the status of its 2 dry contact inputs or remote temperature sensors when configured for monitoring purposes. You can have multiple actions per input. You can also have the same input perform different actions when it is open or closed. For example, if a window sensor is open, you can configure the system to adjust the temperature set point and disable the AC. Setting Up the Sensor Inputs The EMS Si system supports 2 dry contact inputs and/or temperature sensors (R1 and R2). In order to use them, you need to ensure they are correctly configured. Name To enable, simply enter a name for this input (i.e. Door sensor). To disable this input, delete the name. Type Defines the type of input (Dry Contacts and remote temperature sensors are supported in this version). Actions... Lets you to view the current state and edit action options for a sensor. To add a new action, select Add New Action. State Configure if the circuit (contact) is Open or Closed. Type Select the action to perform from the list:

To configure sensors and automation From the Home screen, press MENU. Select Settings Installation Settings. Select Sensors. Select the dry contact you want to view or edit. Configure the sensor settings as required. To create a new action, select Add New Action. 33 Do Nothing No specific action will occur. Switch to Occupied* Switches the system to the Occupied program when the input is activated. Switch to Unoccupied* Switches the system to the Unoccupied program when the input is activated.

* The Economizer and/or Occupancy relay outputs, if configured, will also be switched to the appropriate state when this input is configured and activated. Shutdown Compressor The compressor

(both for AC or Heat pump) will shutdown and remain shutdown until this input is cleared Shut down AC The air conditioning system will shutdown and will remain shutdown until this input has cleared Adjust Temperature The heat and/

or cool set points will be adjusted by a preprogrammed amount. It will revert back to the original set point when the input has cleared. Turn On Fan The fan will be set to On. It will revert back to its original settings when the input is cleared. Disable Auxiliary Heat The auxiliary heat equipment will be disabled. It will be re-

enabled when the input is cleared. Shutdown All HVAC All equipment will be disabled. It will be re-enabled when the input is cleared. Disable All Heat All heat equipment will be disabled. It wil be re-enabled when the 34 input is cleared. Send Alert Enables the system to send an alert when the input has been activated. Send Update Log Enables the system to log when this input is activated. Activation Delay Configures time delay from when the input detects the active state to when the action programmed in the Type section is performed by the system. For example, if you connect a door sensor to the input and program a 5 minute activation delay, the door will need to open and remain open for 5 minutes before the thermostat takes action. Deactivation Delay Configures a time delay from when the input detects the inactive state to when the system reverts back to its normal operating conditions. For example, if you connect a door sensor to the input and program a 5-minute deactivation delay. The door will remain closed for 5 minutes before the thermostat will revert back to the normal operating condition. Min Action Duration Configures the minimum amount of time the system will perform this action. This timer will run its course regardless of whether the input has reverted back to its normal state and the deactivation timer has expired. This option is useful for applications where you want to run a device (i.e., fan or compressor) for a minimum amount of time after the input has been activated rather then using the deactivation delay. This ensures the fan or motor does not short cycle. 35 If Adjust Temperature is chosen as the Type you will also be presented with the following options:

Decrease Heat Temp Allows you to program the number of degrees that the heat set temperature will be adjusted by once an input has been activated. A positive number increases the heat set point and a negative number decreases the heat set point Increase Cool Temp Allows you to program the number of degrees that the cool set temperature will be adjusted by once an input has been activated. A positive number increases the cool set point and a negative number decreases the cool set point. In both cases this offset will apply to the set point temperature at the time of the activation of the input. As the system switches between program periods (i.e., occupied, unoccupied, etc) this offset will be maintained. Once the input has been switched back to the inactive state the set temperature will revert back to the normal limits. Delete this Action Removes the configured action. 36 CONNECTING TO THE INTERNET Connect your EMS Si to the Internet so you can control it from your own personalized, secure ecobee Web Portal, smartphone, or tablet. From the Web Portal, you can:

Program, configure and control your EMS Si. Control your EMS Si from anywhere you have Internet access (including smartphones and tablets). Use local weather data to maximize energy savings. Receive important alerts and reminders about your heating and cooling system. Note: To connect your system to your personalized ecobee Web Portal you must have a broadband Internet connection and a wireless 802.11 b/g/n

(WiFi) building network. 37 To set up WiFi:

From the Home screen, press MENU. Select Register Thermostat. Select Continue. Select WiFi Settings. Select WiFi Radio Enabled. Select your network from the list. If prompted, enter your network password. The EMS Si will automatically connect to the Internet and display a registration code. Write down the registration code; you will need it in the next step. Setting Up WiFi and Obtaining a Registration Code The EMS Si uses your building WiFi network to connect to the Internet. First, enable WiFi on the EMS Si (see instructions to the right). The EMS Si will display a list of available networks, along with an indication of the signal strength (the more bars, the better) and whether encryption is used. If your building network is not listed, or if the signal strength is very low, try adjusting the antenna on your wireless router. If that doesnt improve the signal, try moving your router closer to the EMS Si. Once your network has been detected, select it from the list. If the network is encrypted, you will be asked to enter a password for that network. This is the password you created when the wireless router was first set up. After you provide the password, your EMS Si will automatically connect to the Internet. A chain link on the screen indicates you have established a connection with the ecobee web servers. Write down the registration code as you will need it when configuring your Web Portal account. You can leave the code displayed on the screen while you continue with the next step. 38 Having Trouble?

If you are having trouble connecting to the Internet or finding your WiFi network, you may need to configure your network parameters manually. See WiFi on page 52. Configuring a Web Portal Account After setting up WiFi on your EMS Si and obtaining the registration code, you need to configure your Web Portal account. 1. From a web browser on a PC, visit www.ecobee.com and click on the REGISTER link. 2. Click the EMS Si. 3. Click Create a new account.

(If you already have a Web Portal, click Register to an existing account, enter your email address and password, and proceed to step 6). 39 4. Enter your address, contact, and user account information. Click Submit. Your EMS Si is now registered. You can now monitor and control your EMS Si from the Web Portal or from your smartphone or tablet. 40 USING YOUR EMS Si The bright, easy-to-read screen on your EMS Si makes it simple to review and adjust the settings any time you want. Adjusting the Temperature You can easily adjust the temperature without changing the EMS Sis programming by pressing the arrow keys when the Home screen is displayed. Press to increase the temperature set point by 1F (0.5C). Press to decrease the temperature set point by 1F (0.5C). If the EMS Si is set to Auto mode, press to select the Cool setting. If the EMS Si is set to Auto mode, press to select the Heat setting. Once youve adjusted the temperature, the screen indicates that you are currently holding the set temperature rather than running a program. The EMS Si will hold the new temperature for the duration you specified in the Hold Action option during the initial setup (see Hold Action on page 15) or until you press OK. If you are using Auto mode, note that there is a minimum difference allowed between heat and cool set temperatures. The system will prevent you from setting the temperatures to within these limits. See the EMS Si Installation Manual for information about configuring the minimum temperature difference settings. 41 System Mode This menu sets your system to use heat, cool, or auto mode:

Cool The system will turn on the air conditioner when the current temperature rises above the set temperature. Heat The system will turn on the heat when the current temperature drops below the set temperature. Auto The system is in Auto-changeover mode and will activate the heating or cooling systems to keep your home within the desired range of set temperatures. Auxiliary Heat Only The system will only use the auxiliary or back-up heat source to maintain the heat set point temperature (only appears if auxiliary heat is configured). Off The system is off and will only display the current temperature. Fan This menu displays the current furnace fan setting:

On Forces the fan to run continuously, regardless of the weekly schedule programming. The fan will also run if the system mode is Off. Auto Turns on the fan when the system is heating or cooling your home, or to satisfy the minimum fan on time. When you switch between Auto and ON in fan control, the EMS Si will prompt you with the following:

To change system mode:

From the Home screen, press MENU. Select System Mode. Select your temperature mode: Heat, Cool, Auto or Off. To change fan settings:

From the Home screen, press MENU. Select Fan. Configure your fan settings. 42 Hold 2 hours The fan will switch to this setting but revert back to weekly schedule after 2 hours. Hold 4 hours The fan will switch to this setting but revert back to weekly schedule after 4 hours. Indefinite The fan will switch to this setting and will only revert back if you do so manually . Until Next Transition The fan will switch to this setting but will revert back when the program switches to the next period. Update Schedule The fan will update the current schedule with this new fan setting. After the fan mode is changed and you return to the home screen, the EMS Si will indicate that it is in a Hold state. The temperature setting will also be set to Hold. Press OK to revert the fan mode back to the weekly schedule fan and temperature settings. Minimum On Time Sets a minimum amount of time per hour that the furnace fan will run. This improves air circulation and results in a more consistent temperature than with the Auto setting while being more cost-effective than the On setting. 43 Weather Forecast Displays the current outdoor temperature and weather conditions for your registered location. Note that when you register, its important to select your location accurately, as ecobee will use your local weather data to optimize your heating and cooling. You must register your EMS Si for this feature to operate. To view the weather forecast:

From the Home screen, press MENU. Select Weather Forecast. Press OK to switch between the 4-day and 24-hour forecast. Cleaning the EMS Si You can clean the EMS Sis screen by spraying water or any mild, non-abrasive household cleaner on to a clean cloth. Wipe the surface of the screen with the dampened cloth. Note: Do not spray any liquids directly onto your EMS Si. 44 CONFIGURING YOUR EMSSi This section describes how configure the personal preferences, temperature settings, and operation of your EMS Si. There are three key steps:

Configure Personal Preferences Set up Reminders and Alerts Create your Weekly Schedule Note: You can also configure your EMS Si from your personalized Web Portal. Simply open a web browser, go to ecobee.com, and log in. Configuring Personal Preferences The Preferences menu has settings for personalizing your EMS Si. Name You can customize the name of your EMS Si to suit your needs (i.e. Main Floor). This is useful if you have multiple systems or zones. You can view and edit your EMS Si name in the About menu on your EMS Si and also in your online Web Portal. Temperature Display Select Temperature Display to select Fahrenheit

(F) or Celsius (C). To configure personal Preferences:

From the Home screen, press MENU. Select Settings Preferences. Adjust each option to your personal preferences. 45 Date and Time Select Date & Time to:

Set the current date. Set the current time. Select a 12-hour or 24-hour time format. Select your time zone. Enable or disable daylight savings adjustments. If you are connected to the Internet, the time and date are programmed automatically. Brightness The color screen has adjustable backlight brightness. You can control the intensity when the screen is active (i.e., when you are pushing buttons) and when the display is in standby mode (idle screen). Select Brightness to:

Set the Active brightness intensity. Set the Standby (idle screen) brightness intensity. Set the minimum time the EMS Si will stay in active brightness before switching to standby brightness. Hold Action Whenever you manually adjust the set temperature, the EMS Si will indicate you are in a Hold mode. You can select how long the EMS Si will hold the new temperature before reverting back to the regular program:

46 Hold 2 hours Hold 4 hours Until next transition Thermostat will hold temperature until the next program period. Indefinite Thermostat will hold temperature until you press OK. Update Schedule When you adjust the set temperature, the system will update the temperature in the Weekly Schedule for the current period. Ask Me Every time you adjust the set temperature you will be asked which of the options you would like to choose. Access Control You can protect your EMS Si so that certain features will require the user to enter a 4-digit access code. Use the arrow keys to highlight a number and then press OK. When you are done, select Save. The access control will be required once the idle screen is displayed. To disable this feature, delete the number by selecting multiple times. 47 You can also configure the level of access control:

Restrict All Access Unauthorized users will only be able to view the home screen and the weather information. Restrict Details Access The code is required to access the Details screen. Restrict Program Access The code is required to view and modify the EMS Sis Weekly Schedule. Restrict Vacation Access The code is required to view and create a Vacation. Restrict QuickSave The code is required to exit QuickSave mode from the Web Portal. In all cases, once the code is enabled, it will be required to access any of the list items in the Settings menu, with the exception of the About screen. Once a valid code has been entered on the EMS Si, access to restricted features will be allowed until the EMS Si backlight timer has expired. Temperature Range You can configure the EMS Si so only a specific heat and/or cool set point range is permitted. Heat Temp Range Press or select the maximum heat set point then press OK. Users will not be able to set the EMS Si to a temperature above this limit. Cool Temp Range Press or to select the minimum cool set point and then press OK. Users will not be able to set the EMS Si to a temperature below this limit. 48 Recovery Options Recovery options allow the EMS Si to learn how your heating and cooling system works, taking into account infrastructure, weather and historical operating performance so that your home is a comfortable temperature as soon as you walk in the door. Smart Recovery Heat The EMS Si will start heating at the optimum time to ensure the set point is reached at the programmed time. Smart Recovery Cool The EMS Si will start cooling at the optimum time to ensure the set point is reached at the programmed time. Random Start Heat Programming a time in this section will produce a random delay when there is call for heat. In applications with multiple heating systems, this prevents all the systems from activating at the same time

(thus creating a peak power demand). Press or to select a delay time and then press OK. Random Start Cool Programming a time in this section will produce a random delay when there is call for cooling. In applications with multiple cooling systems, this prevents all systems from activating at the same time,

(thus creating a peak power demand). Press or to select a delay time and then press OK. Utility CPP Setting This section is only applicable if your utility company is running a Critical Peak Pricing program that you have agreed to be a part of. Contact your local electrical utility company for information about programs in your area. 49 CPP Response Your utility may send voluntary events to your EMS Si. You can choose to Always Accept these events. In which case, you would just be notified that an event is in progress. Or if you choose Ask Me, when the Utility issues an event, you will be asked if you want to participate. If you do not acknowledge the event prior to the start, the system will default to yes. Preferred Strategy During a Critical Peak Pricing event the Utility may select an energy saving strategy, or allow you to use your preferred strategy. Select from one of the options as your preferred energy saving strategy to be used during Critical Peal Pricing events. Absolute Temperature Set a specific heat and cool set point to be used when an event is initiated by the Utility company. If the set point at the time of the event is more favorable (lower in heat mode or higher in cool mode) than what you have programmed, the EMS Si will use the more favorable set point for the duration of the event. Relative Temperature Program a temperature set back (heat) or set forward

(cool) from your existing set point. For example, if you program a 4 F set forward, and your current cool set point is 76 F, during an event your EMS Si set point will change to 80 F until the event has expired. System Off If this option is selected, the EMS Si will turn off heating and cooling for the duration of this event. 50 Duty Cycle This option allows you to program the maximum amount of time the system will run during a 1 hour period. For example, if you select 30%, the air conditioner will run for a maximum of 18 (0.3 x 60) minutes regardless of whether the set point has been met. 0% essentially turns the system off, whereas 100% runs the system at full capacity. WiFi The EMS Si supports WiFi 802.11 b/g/n. Use the Advanced Configuration option in the WiFi menu to configure your network parameters. Choose the network from the list or manually add a new one (i.e. if your network does not broadcast its SSID). You will then be able to view and configure the following network parameters:

DHCP (select Disabled to use a static IP Address; if unsure, leave DHCP Enabled) SSID Encryption (WEP, WEP128, WPA, or WPA2) Password (if encryption is used) WiFi Channel IP Address and IP Subnet Gateway Primary and Secondary DNS If you need to specify your EMS Sis MAC address in your routers configuration, you can obtain it from the About menu. To configure WiFi manually:

From the Home screen, press MENU. Select WiFi. Adjust the network options for your home network. 51 Creating Your Weekly Schedule Your heating and cooling needs change depending on the time of day and day of the week. For example, if theres no one in the building on a holiday you might want to let the temperature go up in the summer, to reduce energy used by the air conditioning system, and down in the winter, to reduce heating energy. By default, the EMS Si includes two configurable periods:

Occupied Represents the period when the building or area is occupied. Unoccupied Represents the period when the building or area is unoccupied. The EMS Si learns how your buildings heating and cooling equipment perform. Intelligent algorithms combine weather data, your HVAC equipment run times and occupancy schedules to optimize performance and maximize energy savings. To view your weekly schedule:

From the Home screen, press MENU. Select Weekly Schedule. Your weekly schedule is shown on the screen. To edit your weekly schedule:

Display your Weekly Schedule. Press OK. Select the Day. Select the Time, Heat or Cool Setting. Press or to adjust the the value. Press or to toggle between columns. Press OK. Select Save and Continue. Select any other days of the week that will also use the new settings. Use the navigation keys to switch between days and press OK to select a day. Select Continue. The new schedule is displayed on the screen. 52 If your schedule changes, you can quickly and easily update the EMS Si settings on the device itself or online through your Web Portal. Using the Weekly Schedule Editor The Weekly Schedule editor lets you to set specific times, temperatures and furnace fan settings for each day of the week. If your system is enabled for auto change-over mode, the heat and cool set temperatures will automatically be adjusted to ensure a minimum difference. Adding New Periods To accommodate for your varying schedule you can add additional program periods in your week. For example if you come home for lunch during the week or want different settings for the weekend, you would simply add one of the existing periods at the allocated time and day or create a completely new one. Disable a Period To disable a period entirely, select the periods Time and then select Disable. To add a new period:

Display the schedule for a day and select Add New. Select Create New Item. Enter a name for the new period and select Save. If your house is in-use during this period, select Yes; otherwise select No. Select Enable. Select the new time and press OK. The new period is added. 53 Scheduling a Calendar Event The EMS Sis Calendar Event feature helps you conserve energy while you are away for extended periods of time. It also ensures your building is comfortable when you return. A calendar event includes a name, start date and time, as well as the end date and time. You can enter any number of uniquely named vacations. Other vacation features to choose from include:

ecobee optimize Select Yes to have the EMS Si automatically set your Heat Temperature, Cool Temperature, System Mode and Furnace Fan settings to maximize energy conservation. Select No to manually configure Heat Temperature, Cool Temperature and Fan settings. These settings will be remembered the next time you create a calendar event. Is Occupied Select Yes, if during the calendar event the building or area will be occupied. Heat Temperature Programs the set temperature when the system is in Heat mode (i.e., when the furnace is on). Set a lower temperature to save energy. Cool Temperature Programs the set temperature when the system is in Cool mode (i.e., when the air conditioner is on). Set a higher temperature to save energy. You can also choose to turn off your cooling system while you are away to save more energy. To schedule a calendar event:

From the Home screen, press MENU. Select Calendar Events. Select Add Event. Enter a Name. Enter the Start and End dates and times of your calendar event. 54 Fan Toggles the fan setting between ON and Auto. ON The fan runs all the time regardless of programming or if there is a call for heat or cool. The fan will also run if the System Mode is OFF. Auto This option turns the furnace fan on but only when the system is heating or cooling your home, or to satisfy the minimum fan run time as programmed. Fan Min On Time This feature allows you to determine a minimum time per hour that the furnace fan will run. It results in increased air circulation and a more consistent temperature within the home, and is more cost effective than choosing the ON fan setting. In either mode, the EMS Si will ensure that when your calendar event ends, the EMS Si will revert to the regular settings. Note: If you were running your regular program prior to the start of your calendar, on your return, the EMS Si will restore your building to those settings. If you were in Hold mode prior to the start of your calendar event, the EMS Si will restore the home to whatever the set temperature was just prior to your calendar event. 55 Delete Event You can delete individual or all calendar events:

To remove an individual vacation event, display the details about the vacation event, then select Delete Event Yes. To remove all vacation events, display the Calendar Event menu and select Delete All Yes. 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 EMS Si (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. 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 1-877-932-6233. 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, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, 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 56 1-877-932-6233 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 Customers credit card for the value of the replacement Product until ecobee has received the defective Product). Product should be returned to the following address: ecobee Customer Service, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, 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 Customers credit card; or

(c) ship the defective Product directly to ecobee, in which case Customer shall contact ecobee directly at 1-877-932-6233, 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:

was operated/stored in abnormal use or maintenance conditions;

was subject to abuse, neglect, electrical fault, improper handling, accident or acts of nature;

was not installed by a licensed Heating Ventilating and Air Conditioning (HVAC) contractor; or was installed improperly. ecobees sole responsibility shall be to repair or replace the Product within the terms stated above. 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. 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 limited to the three-year duration of this limited warranty. No warranties, 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 57 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. from jurisdiction to jurisdiction. If you have any questions regarding this warranty, please write ecobee Customer Service, 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, Canada. END-USER SOFTWARE LICENSE AGREEMENT Please read the following carefully, as this end user software license agreement

(EULA) is a legal agreement between ecobee Inc., having its place of business at 250 University Avenue, Suite 400, Toronto, ON M5H 3E5, Canada, (ecobee) and you

(either an individual or the entity that you represent and referred to in this agreement as licensee), The original purchaser of ecobee product (The product or products) embedded with ecobee proprietary software (the software) concerning licensees limited access to and use of the software. By using the product (including the software embedded in the product), you are indicating your acceptance of, and you agree to be bound by the terms and conditions of this EULA which shall govern your access and use of the software. If you do not agree with the terms and conditions of this EULA, your access to and use of the software will not be permitted and you may, within fourteen days of the date of your purchase if the ecobee product, return the software together with the product in its original packaging and sale condition to: (a) ecobee if you have purchased the ecobee product directly from ecobee or; (b) to an ecobee authorized reseller or distributor if you have purchased the ecobee product from such entities, and the purchase price paid within fourteen days of its receipt of the return. In consideration of the license fees paid by LICENSEE as part of the purchase price of the ecobee Product and the mutual covenants contained herein and for other acknowledged, ecobee and LICENSEE agree as follows:

1.

: For the purpose of this EULA, the following terms shall have the meanings hereinafter provided:

ecobee Web Portal means the web site portal operated by ecobee to provide certain services and functionality to registered users of ecobee Products. Error means any program defect, error, bug or other failure of all or part of the Software that results in the Software not conforming to, or performing in 58 accordance with, its published specifications. Software means ecobees computer software program, which enables data upload and download to and from the ecobee Web Portal using an ecobee Product, including any Software Updates. User Manual means the ecobee User Manual provided together with the Product and Software. Software Updates means updates or patches to the Software, including updates intended to correct Errors and which may include enhancements and/ore additional features to the Software, as may be provided or released by ecobee from time to time to all of its customers at no charge. 2. Ownership of Software: LICENSEE acknowledges and agrees that, save and except for the Software license explicitly granted by the EULA, all right, title and interest in and to the Software and the User Manual is the sole and exclusive property of ecobee and/or its licensors), as the case may be. ecobee reserves all rights not expressly granted to LICENSEE hereunder, and for greater certainty, ecobee shall retain all intellectual property and other proprietary rights in and to the Software and the User Manual. Nothing in this EULA shall, or shall be deemed or construed to, assign, transfer or convey to LICENSEE any title, rights or interest in or to any intellectual property, including in or to the Software or User Manual, other than the licenses specifically and expressly granted herein. 3. Grant of Limited License: Upon LICENSEEs use of the Product (and corresponding acceptance of the terms and conditions of this EULA), ecobee hereby grants to LICENSEE a limited, non-exclusive, personal, perpetual, non-transferable and revocable license to use the Software embedded in the Product as and to the extent described in this EULA for as long as LICENSEE complies with the terms and condition of this EULA. ecobee reserves all rights not expressly granted to LICENSEE. For certainty, this EULA does not apply to or govern LICENSEEs use of or access to the ecobee Web Portal or the ecobee Product, which are each governed by and subject to separate terms and conditions. 4. Permitted Use: Pursuant to the Software license granted to LICENSEE under this EULA, LICENSEE shall be permitted to: (a) use the Software embedded in the Product for the purposes of using the Product only as intended and contemplated by the User Manual, provided that the Software may only be used for its personal and private use in connection with the use of the Product; and (b) use the User Manual provided by ecobee solely as is necessary to operate and use the Software and ecobee Product as and to the extent permitted thereunder and under this EULA. 5. License Transferable: This EULA shall be binding upon and shall ensure to the benefit of and be enforceable by each of the parties, their respective successors and permitted assigns. LICENSEE may assign this EULA without the prior consent of ecobee. ecobee may assign this EULA without the consent of LICENSEE at any time. 59 6. Copy Restrictions: Unauthorized copying or distribution of Software or the User Manual is expressly prohibited. LICENSEE may make a reasonable number of copies of the User Manual to the extent reasonably required for its use of the Software and Product as permitted by this EULA; provided that LICENSEE may not use the User Manual separately from the Product or Software or for any purpose other than as contemplated herein. 7. Use Restrictions: LICENSEE may not: (a) modify, adapt or otherwise change the Software or in any way remove the Software from the Product for any reason or use the Software separately from the Product for any reason or purpose; (b) to the maximum extent permitted to be restricted by applicable law, reverse engineer, decompile, disassemble, or otherwise in any manner deconstruct all or any part of the Software; (c) create derivative works based on the Software or the User Manual; (d) except as expressly permitted by the EULA, provide, disclose, sublicense, distribute, transfer, assign or otherwise permit any third party to access, use, read or otherwise gain access to the Software or User Manual (the Software and User Manual being the confidential information of ecobee); or (e) use Software to access or in conjunction with any other thermostat monitoring services or products of any ecobee competitor. 8. Support: ecobee may in its discretion, without any obligation to do so and subject to the limitations of this EULA, provide LICENSEE with help-desk telephone support concerning LICENSEEs use of the SOFTWARE to the extent provided for in the Product Terms of Sale in connection with purchase and sale of the Product and the Terms of Service entered into by you and ecobee, if any, in connection with the thermostat monitoring and data management services provided by ecobee in connection with the Product. Refer to the Product Terms of Sale and/or the Terms of Service associated with the Product and related services for further details on Software and Product support. 9. Relief: LICENSEE agrees that damages would not be an adequate remedy for any breach of this EULA affecting or related to a breach or misappropriation of ecobee

(or its or its third party licensors) intellectual property rights in and to the Software and User Manual. LICENSEE, and nothing in this EULA, shall interfere with, delay, obstruct, or prevent ecobee from taking, or require ecobee to take, any steps prior to taking action to seek an interim and interlocutory equitable remedy on notice or ex parte to enforce any provision herein to protect its rights concerning the Software or other intellectual or proprietary rights. LICENSEE agrees not to contest, object to, or otherwise oppose an application for equitable relief by ecobee in such circumstances and LICENSEE waives any and all immunities from any equitable relief to which it may be entitled. Any such relief or remedy shall not be exclusive, but shall be in addition to all other available legal or equitable remedies. LICENSEE agrees that the provisions of this Section are fair and reasonable and are necessary to protect ecobee intellectual property rights. 10. 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(b) EXCEPT FOR THE REPRESENTATIONS, WARRANTIES, AND COVENANTS EXPRESSLY CONTAINED IN THIS EULA, THE PRODUCT TERMS OF SALE AND THE PRODUCT WARRANTY, THE SOFTWARE AND SOFTWARE DOCUMENTATION AND ANY SUPPORT IS PROVIDED ON AN AS IS BASIS, AND THERE ARE NO OTHER REPRESENTATIONS, WARRANTIES, COVENANTS, OR CONDITIONS, EXPRESS OR IMPLIED (INCLUDING ANY IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABLE QUALITY OR FITNESS FOR A PARTICULAR PURPOSE AND THOSE ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM A COURSE OF DEALING OR USAGE OF TRADE), INCLUDING, BUT NOT LIMITED TO, NON-INFRINGEMENT, CORRECTNESS, FUNCTIONALITY, RELIABILITY, ACCURACY, CURRENTNESS, OPERATION, USE OR THE RESULTS OF THE USE BY LICENSEE, THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE (OR THAT ALL ERRORS CAN OR WILL BE CORRECTED) OR THAT THE SOFTWARE OR SOFTWARE DOCUMENTATION WILL MEET LICENSEES REQUIREMENTS, ALL OF WHICH ARE EXPRESSLY DENIED AND DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY LAW. SOME JURISDICTIONS DO NOT PERMIT LIMITATIONS ON OR EXCLUSIONS OF CERTAIN IMPLIED WARRANTIES, OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES; THEREFORE THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU IN CERTAIN CIRCUMSTANCES. ecobee DISCLAIMS AND SHALL HAVE NO LIABILITY TO LICENSEE FOR ANY AND ALL ACTS OF THIRD PARTIES. NO OTHER PERSON IS AUTHORIZED TO EXTEND, VARY OR TRANSFER ANY PROVIDED WARRANTY ON BEHALF OF ecobee. THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE AND USE OF THE SOFTWARE, SOFTWARE DOCUMENTATION AND ANY PROVIDED SUPPORT IS ASSUMED BY LICENSEE. 12. Limitation: IN NO EVENT AND TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW SHALL ECOBEE, ITS SHARE-HOLDERS, AFFILIATES, CONTRACTORS, SUPPLIERS AND AGENTS AND THEIR RESPECTIVE DIRECTORS, OFFICERS AND EMPLOYEES (COLLECTIVELY THE ECOBEE PARTIES) BE LIABLE TO LICENSEE OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, EXEMPLARY, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES (INCLUDING WITH RESPECT TO LOSS OF, OR DAMAGE TO, DATA OR COMPUTER SYSTEMS OR RELIANCE ON ANY DATA DERIVED FROM LICENSEES USE OF THE SOFTWARE, OR LOSS OF REVENUE OR PROFIT OR OTHER 61 ECONOMIC LOSS) OF ANY KIND OR NATURE WHATSOEVER SUFFERED BY LICENSEE OR ANY THIRD PARTY HOWSOEVER CAUSED AND WHETHER RESULTING FROM THE USE OF OR INABILITY TO USE THE SOFTWARE OR OTHERWISE (INCLUDING AS A RESULT OF OR DUE TO USE OF OR RELIANCE ON THE SOFTWARE AND/OR ecobee WEB PORTAL) AND REGARDLESS OF THE FORM OR CAUSE OF ACTION, EVEN IF SUCH DAMAGES ARE FORESEEABLE OR ecobee HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ECOBEE PARTIES TOTAL LIABILITY AND OBLIGATION TO LICENSEE, IN THE AGGREGATE FOR ANY AND ALL CLAIMS ARISING OUT OF OR IN ANY CONNECTION WITH THIS EULA, THE TERMS OF SALE IN CONNECTION WITH YOUR PURCHASE OF THE PRODUCT AND YOUR USE OF THE SOFTWARE AND PRODUCT, WITH RESPECT TO ANY EXPENSE, DAMAGE, LOSS, INJURY, OR LIABILITY OF ANY KIND, REGARDLESS OF THE FORM OF ACTION OR THEORY OF LIABILITY (INCLUDING FOR BREACH OF CONTRACT, TORT, NEGLIGENCE, BY STATUTE OR OTHERWISE) SHALL BE LIMITED TO THE ACTUAL DIRECT DAMAGES SUFFERED AND SHALL NOT EXCEED AN AMOUNT THAT IS EQUIVALENT TO THE PURCHASE PRICE OF THE ecobee PRODUCT ACTUALLY PAID BY LICENSEE. THIS SECTION SHALL SURVIVE A FUNDAMENTAL BREACH OR BREACHES AND/OR FAILURE OF THE ESSENTIAL PURPOSE OF THE AGREEMENT. 13. Survival: The parties acknowledge and agree that the provisions of Sections 2, 6, 7, 9, 11(b), 12, 13, 14, 15, 16 and 17 shall survive any termination of this EULA for any reason. 14. English Language: The parties declare that they have required that this agreement and all documents related hereto, either present or future, be drawn up in the English language only. Les parties dclarent par les prsentes quelles exigent que cette entente et tous les documents y affrents, soit pour le prsent ou le futur, soient rdigs en langue anglaise seulement. 15. Jurisdiction: This EULA shall be exclusively governed by, construed and interpreted in accordance with the laws of the Province of Ontario, Canada. For the purpose of all legal proceedings this EULA shall be deemed to have been performed in the Province of Ontario, Canada and the parties expressly confirm that the law of the Province of Ontario is the proper law. If Customer is located in a jurisdiction other than Canada, the parties agree that neither the United Nations Convention of the International Sale of Goods or the (U.S.) Uniform Computer Information Transactions Act shall apply to this EULA. The parties irrevocably attorn to the non-

exclusive jurisdiction of the Courts of the Province of Ontario in respect of all matters and disputes arising hereunder. 16. Export Law Assurances: LICENSEE acknowledges that the Software may be subject to export and import control laws, and agrees to comply fully with those laws in connection with the Software. 17. General Provisions: No delay or omission by ecobee to exercise any right or power it has under this EULA or to object to the failure of any covenant of 62 LICENSEE to be performed in a timely and complete manner, shall impair any such right or power or be construed as a waiver of any succeeding breach or any other covenant. Any waivers by ecobee must be in writing and signed by an authorized representative of ecobee. If any provision of this EULA is held by a court of competent jurisdiction to be invalid or unenforceable in any respect, then the remaining provisions of this EULA, or the application of such provisions to persons or circumstances other than those as to which it is invalid or unenforceable shall not be affected thereby, and each such provision of this EULA shall be valid and enforceable to the extent granted by law. The EULA constitutes the entire agreement between the parties as it relates to the license and use of the Software and User Manual and the subject matter of this EULA and supersedes all prior or contemporaneous agreements, negotiations, representations and proposals, written or oral between ecobee and LICENSEE. The EULA may only be amended or supplemented by written agreement executed by each of the parties. 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. Federal Communications Commission (FCC) Compliance Notice:

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment o[ and on, the user is encouraged to try to correct the interference by one or more of the following measures:

Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. Consult the dealer or an experienced radio/TV technician for help. This device complies with part 15 of FCC rules. Operation is subject to the following two conditions:

1. This device may not cause harmful interference. 63 2. This device must accept any interference received, including interference that may cause undesired operation. Change or modifications that are not expressly approved by the manufacturer could void the users authority to operate the equipment. RF Exposure Information This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. In order to avoid the possibility of exceeding the FCC radio frequency exposure limits, human proximity to the antenna shall not be less than 20cm during normal operation. Industry Canada (IC) Compliance Notice:

This device complies with Industry Canada license-exempt RSS standard(s). Operation is subject to the following two conditions:

1. This device may not cause interference, and 2. This device must accept any interference, including interference that may cause undesired operation of the device. Le prsent appareil est conforme aux CNR dIndustrie Canada applicable aux appareils radio exempts de licence. Lexploitation est autorise aux deux conditions suivantes:

1. lappareil ne doit pas produire de brouillage, et 2. lutilisateur de lappareil doit accepter tout brouillage radiolectrique subi, mme si le brouillage est susceptible den compromettre le fonctionnement. This Class B digital apparatus complies with Canadian ICES-003. Cet appareil numrique de la classe B est conforme la norme NMB-003 du Canada. FCC ID: WR9EBSTATSI01 IC: 7981A-EBSTATSI01 Warning: Changes or modifications not expressly approved by ecobee Inc. could void the users authority to operate the equipment. RF Exposure Statement:

This equipment complies with IC RSS-102 radiation exposure limits set forth for an uncontrolled environment. This transmitter must be installed to provide a separation distance of at least 20 cm from all persons and must not be collocated or operating in conjunction with any other antenna or transmitter. Cet quipement est conforme avec IC RSS-102 des limites d'exposition aux rayonnements dfinies pour un environnement non contrl. Cet metteur doit tre install au moins 20 cm de toute personne et ne doit pas tre colocalis ou fonctionner en association avec une autre antenne ou metteur. 64 Connect with us online

@ecobee facebook.com/ecobee Were here to help support@ecobee.com | 1.877.932.6233 2014 ecobee 250 University Avenue, Suite 400 Toronto, ON M5H 3E5 Canada ecobee is a registered trademark of ecobee inc. All rights reserved.