ecobee orporated EBSTATSI01 Smart Thermostat User Manual Climate Master Revised

ecobee Incorporated Smart Thermostat Users Manual Climate Master Revised

Users Manual Climate Master Revised

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iGate™ Connect Thermostat
Installation Manual
CONTENTS
GETTING STARTED
Welcome
Technical Support
Before You Begin
HVAC System Compatibility Information
Approvals
FCC Compliance Statement
Speciications
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
10
NAVIGATING THE MENUS
10
CONFIGURING THE IGATE™ CONNECT THERMOSTAT
Thermostat Conig
Equipment
Thresholds
Humidity Control Settings
Service Mode
Sensors
Reset HVAC Equipment Settings
Performing a Hardware Reset
Rebooting the iGate™ Connect Thermostat
Coniguring Reminders and Alerts
Alerts
12
12
12
16
19
19
25
27
27
27
28
29
END USER SOFTWARE LICENSE AGREEMENT
31
This Page Intentionally Left Blank
GETTING STARTED
Welcome
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 ClimateMaster
thermostats in your Contractor Portal.
Technical Support
Our technical support team is available to answer
your questions at 1.405.745.6000.
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 homeowner’s 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
waste–management authority for disposal
instructions. Do not discard the old product in
the regular trash.
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
Trilogy ® with Auxiliary Heat
Supported?
Yes
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.
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 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 user’s
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 licenseexempt 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.
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: 7981A–EBSTAT
Warning: Changes or modiications not expressly approved by
ClimateMaster Inc. could void the user’s authority to operate the
equipment.
Speciications
Temperature ranges
Heat:
55 to 80 °F (12 to 27 °C)
Cool:
65 to 95 °F (18 to 35 °C)
Display:
40 to 100 °F (5 to 37 °C)
Sensitivity: +/– 1 °F (0.5 °C)
Operating: 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 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
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 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. 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 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 to the wall using the screws provided (or
other suitable screws).
Step 4. Connect the Wiring
You need to use low–voltage 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
A+
BC
Remote Sensor 1
Remote Sensor 2
iGate™ Connect Thermostat
R2- R2+ R1- R1+ B-
A+ Gnd 24v
Trilogy® unit with iGate™ Connect Thermostat
Step 5. Power On Trilogy® Unit
After you’ve 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
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
OK
The navigation buttons located on the right
of the iGate™ Connect thermostat let you
select options and control the iGate™ Connect
thermostat.
(up) On the Home screen, press to
increase the temperature set point by 1°F
(0.5°C). For menus, press to move up.
✁
✁
(down) On the Home screen, press to
decrease the temperature set point by 1°F
(0.5°C). 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.
10
✂
✂
(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
coniguration 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
to delete the text .
make a mistake, press
To keep your changes, select
your changes, press BACK.
. To cancel
11
CONFIGURING THE IGATE™
CONNECT THERMOSTAT
The irst step after installing the iGate™ Connect
thermostat is to conigure the settings for the
equipment being connected.
To conigure the iGate™
Connect thermostat:
An access code is required to enter the
Installation Settings menu. The access code is
4795.
From the Home screen,
press MENU.
Thermostat Conig
Select Settings
Installation.
Aux Heat Option
Select Thermostat Conig.
Conigures the thermostat for electric auxiliary
heat or no auxiliary heat (none).
Equipment
Capacity Coniguration
To conigure equipment
on the iGate™ Connect
thermostat:
From the Home screen,
press MENU.
Select Settings
Installation.
Select Equipment.
Min Heating Capacity Conigures 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 Conigures 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 Airlow Conigures the unit
airlow 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
12
during low capacity operation. Range will
depend on model and minimum heating
capacity selection.
Max Heating Airlow Conigures the unit
airlow 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 Airlow Conigures the unit
airlow during the emergency heat mode
(if applicable). Range will depend on unit
model.
Min Cooling Capacity Conigures 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 Conigures the
maximum operational unit cooling capacity.
Range will depend on unit model.
Min Cooling Airlow Conigures the unit
airlow 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 Airlow Conigures the unit
airlow 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 Airlow Conigures the unit
airlow while operating at minimum capacity
in the dehumidiication mode. Range will
depend on model and minimum cooling
capacity selection.
High Dehum Airlow Conigures the unit
airlow while operating at maximum capacity
in the dehumidiication mode. Range will
depend on model and maximum cooling
capacity selection.
Constant Fan Airlow Conigures the unit
airlow 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 Coniguration
The Unit Coniguration settings allow the
installing technician to conigure the thermostat
to the installed equipment. NOTE. Unit
Conig is only necessary when replacing an
EXM controller. The Unit Conig settings are
programmed at the factory when the unit is
built.
14
Heat Pump Family Select the family of heat
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 Conig Selects the type of internal
low device. None, VS Pump – variable speed
internal pump, or MOD Valve – internal
modulating water control valve.
Loop Pump (or Valve) Conig
Conigures the internal vFlow device to the
application.
Loop Option (if applicable) Conigures 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 low rate
for the heating mode. The vFlow device will
adjust the low to maintain this temperature
diference between the entering and leaving
water during the heating mode to this setting.
Valid range: 5.0°F to 12.0°F. Default is 6.0°F.
Cooling Delta T Sets the source low rate
for the cooling mode. The vFlow device will
adjust the low to maintain this temperature
diference between the entering and leaving
water during the cooling mode to this setting.
Valid range: 9.0°F to 20.0°F. Default is 10.0°F.
Source Anti–Freeze (if applicable)
Conigures the low temperature protection
setting for the source water heat exchanger.
Select Yes for systems with anti–freeze (10°F
evaporator temperature setting) or No for
systems without anti–freeze (30°F evaporator
temperature setting).
15
HW Pump Conig (If Applicable)
Water Heating Delta T Sets the potable
water low rate for the water heating mode.
The variable speed potable water pump will
adjust the potable water low to maintain the
selected temperature diference between the
entering and leaving potable water during
the water heating mode. Valid range: 8.0°F to
12.0°F.
Thresholds
To conigure thresholds
on the iGate™ Connect
thermostat:
From the Home screen,
press MENU.
Select Settings
Installation.
Select Thresholds.
This section conigures the temperature, time,
and capacity thresholds associated with the
heating, cooling, and hot water (if applicable)
equipment. You must conigure 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 diference
between the heating and cooling set points
when the thermostat is operated in the auto
changeover heat/cool mode. Valid range: 2°F to
10°F. The default value is 5°F.
Advanced Settings
Allows the installer to select the controller to
conigure, typically an EXM.
16
EXM Settings
– Cooling–HW 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%.
– Cooling–HW Cut Out Ofset 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: 0.5°F to
1.5°F. Default is 0.5°F.
– Heating–HW 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%.
– Heating–HW Cut Out Ofset 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: 0.5°F to 1.5°F.
Default is 1.0°F.
– Aux Heat DeadBand Conigures the
amount of space temperature droop
allowed from the heating setpoint at
maximum unit capacity before allowing
auxiliary heat for space heating. Valid
range: 0.0°F to 5.0°F. Default is 1.0°F.
– Anticipator Conigures 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 Conigures 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 Conigures the
amount of droop allowed from the potable
Hot Water setpoint before activating water
heating. Valid range: 10°F to 25°F. Default
is 15°F.
Temp Correction
Adjusts the current space temperature displayed
on the thermostat by the selected amount. Valid
range: –10°F to +10°F in 0.5°F increments.
18
Conigures humidity control settings (dehumidiication/humidiication).
To conigure the
humidity control
settings on the iGate™
Connect thermostat:
Humidity Mode
From the Home screen,
press MENU.
Humidity Control Settings
Determines active humidity mode(s). Valid
selections: Humidiication (This logic will
communicate a Humidiication output when
the space humidity is less than the setpoint i.e.
acts as a humidistat. When the Humidiication
output is active, the fan output will also be
active. The Humidiication output will not be
communicated when the space humidity is
above the setpoint.), Dehumidiication (This
logic will reduce the cooling airlow when the
space humidity is greater than the setpoint
to improve dehumidiication i.e. acts as a
dehumidistat. The cooling airlow 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
Select Settings
Installation.
Select Humidity Control.
To conigure the service
mode on the iGate™
Connect thermostat:
From the Home screen,
press MENU.
Select Settings
Installation.
Select Service Mode.
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
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 Airlow Conigures the target air low
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 real–time 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 unit’s
maximum capacity.
20
Compressor Speed – displays the current compressor 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 consumption 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 Airlow – displays the blower target
cfm.
ECM Blower Speed – displays the blower rpm.
ECM Blower Power – displays the power consumption 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 consumption of the loop pump in watts.
Loop Flow – displays the source low 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 consumption of the DHW pump in watts.
DHW Flow – displays the DHW gpm low 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
22
Discharge Pressure – displays the refrigerant
discharge pressure.
Discharge Saturation – displays the saturation
temperature of the refrigerant discharge pressure.
Discharge Temp – displays the temperature of
the compressor discharge line.
Suction Pressure – displays the refrigerant suction pressure.
Suction Saturation – displays the saturation
temperature of the refrigerant suction pressure.
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
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 (on–DHW or
of–no DHW) of the RV1 (potable water heating)
reversing valve. (QE models only)
RV2 Status – displays the status (on–cooling,
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 unit’s control
voltage.
Cabinet Ambient – displays the ambient temperature in the unit’s compressor section.
Ht of EXTR/REJ – displays the amount of heat of
extraction (heating) or heat of rejection (cooling) 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 eficiency 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.
S1–1 ON = Modbus Master, OFF = Modbus
Slave
S1–2 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 ive most
recent fault or warning codes for the connected
communicating control.
– Clear Fault History
If installing on
Trilogy® 45 VE,
this step can be
skipped.
24
Clear Fault history will clear all fault codes stored
in the thermostat as well as the fault history in any
connected communicating controls.
AWS Tank – WXM Controller (If Applicable)
Model Displays the unit model number
Serial Number Displays the storage tank serial
number
Diagnostics
To conigure the sensors
– Upper Tank Temp – displays the temperature on the iGate™ Connect
thermostat:
of the DHW at the upper element of the
storage tank.
From the Home screen,
– Lower Tank Temp – displays the temperature press MENU.
of the DHW at the lower element of the
Select Settings
storage tank.
Installation.
– Hot Water T3 Temp – not used.
Select Sensors.
– Hot Water T4 Temp – not used.
Sensors
Conigures sensors to be displayed at thermostat.
Sensors
– RS–1(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 Conigures 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 Conigures the type of use for
the sensor. Available options are Control
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).
– RS–2(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 Conigures 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 Conigures 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
coniguration options.
Reset button
27
To conigure Reminders
and Alerts
From the Home screen,
press MENU.
Select Reminders and
Alerts.
Conigure the Reminder
and Alert settings as
required.
Coniguring 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 ilter. 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 iber media pad. You can set the
Last Filter Change date, turn the Reminder On or
Of, and set the Frequency of the maintenance
interval.
28
UV Lamp
If the HVAC system uses a UV lamp for air puriication,
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: 32°F to 80°F.
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 licensee’s 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 ill 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 suiciency of which are hereby acknowledged, ecobee, ClimateMaster and
LICENSEE agree as follows:
1. Deinitions: 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 speciications. “Software” means ecobee’s 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 speciically and expressly granted herein.
3. Grant of Limited License: Upon LICENSEE’s 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 LICENSEE’s 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
beneit 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
conidential 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 LICENSEE’s 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 afecting 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 efective 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 beneit 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 LICENSEE’S 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
LICENSEE’S 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 déclarent par les présentes qu’elles exigent que cette
entente et tous les documents y aférents, soit pour le présent ou le futur, soient
rédigés 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 conirm 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 afected 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

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