EMS System Set-up

Navigating the Thermostat

 

Once the Thermostat and Equipment Interface are powered up and working correctly, you can begin configuring the system. 

The Thermostat uses touch screen technology, so it’s easy to navigate – just tap the icons, buttons and lists. 

Note: To prevent damage to the touch screen, never use a sharp object such as a pen. 

When the screen shows a list setting an arrow on the right, it indicates there are more than two options to choose from.

If there is no arrow, then the list item only has two options. Toggle between options by pressing the list item.

In the various screens, you have three navigation choices:

Press Done to save changes and move to the next screen.

Press Cancel to go back to the previous screen withoutsaving changes.

At any time, press the Home button (found on the right-hand side of the touch screen). This cancels any action and takes you back to the home screen.

If you need to enter data in the form of text, you will be presented with a virtual keyboard. Pressing the Caps key will allow you to enter capital letters; pressing the 123@ key will change the letters to numbers or commonly used symbols.

 

Configuring the Installer Settings

Installer Settings let you configure the settings related to the various devices (such as a furnace, air conditioner, humidifier, dehumidifier or ventilator) that are connected to the Equipment Interface.

To prevent accidental modifications to these settings you can enable a 4-digit installer code. This code is pre-programmed to 3262 and can be enabled in the Thresholds option menu.

Installation Wizard

The Installation Wizard takes you step-by-step through a series of choices regarding the heating and cooling equipment intended to be connected to the Equipment Interface. Simply make the selections when prompted on the screen and press Next to advance to the next screen. Once completed you will be shown a diagram of the wiring connections that reflects the choices made during the wizard process. You can press Back to go back and make any changes. Once you are satisfied with the setup, press Done.

Equipment

In addition to the Installation Wizard, the equipment setting will allow you to manually configure the various devices that are connected to the Equipment Interface.

Heat Pump

This section allows you to enable and configure up to a 2 stage heat pump. If a second stage is required you must configure an Accessory relay to control that stage.

Geothermal/Ground Source Heat pump:  If you select Yes, this tells the system a geothermal or ground source heat pump is being controlled.  This helps the Thermostat determine optimum performance and default settings. If you select NO, the system will optimize for an air-to-air heat pump.

O/B Energize on Cool:  If you choose Yes, the reversing valve output (O/B terminal) will activate when there is a call for cooling. If you select No, the relay will energize when there is call for heat.

 Min Cycle Off Time:  Enables you to configure the compressor off time between cycles. This is adjustable from  240 - 900 Seconds.

 Min Outdoor Temp:  Allows you to set the minimum outside air temperature at which the compressor will be disabled. This performs two functions: You can set it to prevent the compressor from going on when the outdoor temperature is too low, thus resulting in damage to the compressor. You can also set this value to determine when you want the auxiliary heat (if installed) to help meet the set temperature.  The temperature range is adjustable from 0°F (-17.8°C) - 65°F (18.3°C) or can be completely disabled. You will need an internet connection for this feature to operate properly.

 Allow Heat Pump/Auxiliary Heat to Run Simultaneously: If you select Yes and there is a source of auxiliary heat,  both auxiliary heat and heat pump will turn on. 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 called to assist the heat pump in meeting the load.

If you select No, the heat pump will be activated for up to 2 hours. If after 2 hours the set point has not been met, the Thermostat will shutdown the heat pump and call on the auxiliary heat to meet the set point.  This option should also be used for installation where the heat pump evaporator coil is downstream from the source of auxiliary heat.

 Furnace (Auxiliary Heat)

Allows you to enable and configure up to a 3-stage conventional heat source.  If you have selected heat pump as your primary source, this feature will allow you to configure the auxiliary heat connected to the system.

Furnace Type:  Allows you to configure the type of furnace connected. This allows the Thermostat to optimize its algorithms based on the type of fuel and typical characteristics of the chosen system. Choose the option that best represents the type of heating system installed.

Heat Stages:  Allows you to configure up to 3 stages of heat. If you require a third stage, you must configure an accessory relay to control that stage.

Heat Fan Control:  This option allows you to determine if the system fan is controlled by the system during heat cycles, or if the Thermostat is required to control the fan. Normally the HVAC system controls the fan during heat cycles.

Air Conditioner

Allows you to enable and configure up to 2 stages of mechanical air conditioning. If you require a second stage, you must configure an accessory relay to control that stage.

Staging Method of Operation (Auto mode)

The ecobee Thermostat uses a unique method for staging for multi-stage heating or cooling. It uses a combination of intelligent algorithms and past performance to determine when to activate the stages.  When there is a call for heat or cool, the system computes how long it would take for the system to reach the desired set point in stage 1, stage 2 or stage 3 accordingly. It will determine that highest stage at which a minimum of 10 minutes of run time is required. It will then automatically start the system at that stage (ie if it calculates that it will take 15 minutes at stage 2 but only 7 minutes at stage 3, the system will immediately turn on stage 2 to meet the set point).  If the calculation indicates to start at stage 1, and it takes more than 10 minutes to reach the set point, it will automatically engage stage 2. If stage 2 runs for more than 10 minute without reaching the set point it will activate stage 3. A minimum run time of 10 minutes is used to ensure that proper circulation throughout the system and that minimum cycle times are maintained. For heat pumps with auxiliary heat, the operation of the auxiliary heat will depend on the configuration of the Allow Heat Pump/Auxiliary Heat to Run Simultaneously on page 22.

 

Accessory relays

Accessory relays are generic relays that can be configured to control the following;

Heat Stage 3:  Select this option when the Thermostat is required to control a 3-stage conventional heating system. Connect the third stage (or W3) contact to this accessory relay.

Auxiliary Heat Stage 2:  Select this option when the Thermostat is required to control a heat pump system with 2 stages of Auxiliary heat. Connect the second stage of the auxiliary heat to this relay.

Compressor/AC Stage 2:  Select this option when the Thermostat is required to control either a 2-stage heat pump or a 2-stage air conditioner. Connect the Y2 terminal of the system to this relay.

Humidifier

Select this option when the Thermostat is required to control a humidifier. When this option is selected you will also be able to configure the following: 

Humidify only while heating:  If Yes is chosen, the system will activate this relay when the current  humidity is below the humidity set point and there is a call for heat.

If No is chosen the system will  activate this relay and the system fan when the current humidity is below the humidity set point. This is designed to support steam type humidifiers

Window Efficiency  To optimize the frost control feature of this system (see page 45), the system needs  to know the efficiency ratio of the windows within the area being controlled by this system. Options are  Low, Medium and High. 

Min Runtime Delta: Determines how far from the set point, the system will maintain to reduce short cycling of the equipment.

Dehumidifier 

On a call for cool, if the current humidity is above the set point, this relay will be activated. When this option is selected you will also be able to configure if you wish to enable the fan during the dehumidification cycle. Choose yes if you are using the air conditioning system to dehumidify, choose No if you are using a standalone dehumidification system that independently controls the system fan.

Min Runtime Delta: Determines how far from the set point, the system will maintain to reduce short cycling of the equipment.

Dehumidify in Heat Mode: Allows you to control the dehumidification even when the system is in heat mode.

Dehumidifier Active: Allow you to configure if the active stat of this relay is open or closed.

Ventilator 

Activated when the user engages Ventilator Max from the Details screen. The system fan will also turn on when Ventilator Max is engaged

 

Thresholds

This section will allow you to configure the various temperature or time thresholds associated with the heating and cooling equipment. You must configure the required equipment first before setting the thresholds, and only the application thresholds will be shown (i.e. if no air conditioner is configured, you will not see the options related to air conditioners).

 

Allow Auto Heat/Cool: Enable this option to allow the user to select auto change-over as a system mode.

 

Heat/Cool Min Delta: The minimum difference between the heat mode set temperature and the cool mode set temperature when the system mode is in Auto change-over.

 

Compressor Settings

Min Cycle Off Time:  Allows you to configure the compressor off time between cycles. This ensures the compressor does not short cycle which could affect the operating life of the system. This is adjustable from 240 - 900 Seconds.

Min Outdoor Temp:  Allows you to set the minimum outside air temperature at which the compressor will be disabled. This performs two functions: You can set it to prevent the compressor from going on when the outdoor temperature is too low, thus resulting in damage to the compressor. You can also set this value to determine when you want the auxiliary heat (if installed) to engage to help meet the set temperature. The temperature range is adjustable from 0°F (-17.8°C) - 65°F (18.3°C) or can be completely disabled. You will need and Internet connection for this feature to operate properly.

AC Overcool Max:   When using the AC to dehumidify, the section allows you to program how many degrees below the current set point the Thermostat will run in order to reach the dehumidify set point.

Aux Heat Settings

Max Outdoor Temperature: Allows you to set the maximum outdoor temperature threshold. Above this level, the auxiliary heat will not be activated. Instead, the heat pump will maintain the set point. 

Common Heat/Cool Settings

 

Heat Differential Temp:  The minimum difference between the current temperature and set temperature before the system calls for heat. A smaller difference means a more comfortable environment, whereas a larger difference is more economical.

Heat Dissipation Time:  The amount of time the fan will run after the heat set point has been reached and the call for heat has been turned off. Running the fan for a period of time allows for any heated air left in the ducts to circulate throughout the home.

Cool Differential Temp:  The minimum difference between the current temperature and the set temperature.

Cool Dissipation Time:  The amount of time the fan will run after the compressor 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.

Economy Cycle Settings

When a relay has been configured as an economizer output, this menu option will be displayed providing these additional options. This should be used when the thermostat is connected to an economizer or outdoor fresh air damper that can be controlled by  a simple on, off output.

 

Economy Cycle: If this option is turned on, the thermostat will determine if a call for cooling can be satisfied by simply opening the damper connected to this output. It will not turn on the compressor unless it has determined the cooling load cannot be met. Internet connection, or an outdoor temperature sensor is required for this feature to operate properly.

Indoor/Outdoor Temp Delta:  This section allows you to configure the temperature delta between the indoor temperature and the outdoor temperature where the economizer relay will be engaged on a call for cooling.  The economizer will only engage for cooling when the outdoor temperature is less than the indoor temperate by whatever value programmed here.

Max Outdoor temp: This option allows you to set a maximum outdoor temperature for the economy cycle feature. If this temperature is exceeded the economizer relay will not be used for cooling, regardless of the other settings in this section.

Max Outdoor Humidity: This option allows you to set a maximum outdoor humidity for the economy cycle feature. If this humidity level is exceeded the economizer relay will not be used for cooling, regardless of the other settings in this section.

Max Set point delta: This option allows you to set the maximum delta between the current temperature and the set point. If this delta is exceeded the economizer relay will not be used for cooling, regardless of the other settings in this section.

 Advanced Settings

This section will allow you to customize how long each stage will run before the next stage will turn on. You may also program when a particular stage is turned on based on the temperature delta between the set temperature and the current temperature.

 

Reverse staging

If this option is enabled, the thermostat will cycle down from the higher stages so that as it approaches set point it will only be running in stage 1. The HVAC equipment will start in stage 1. As the stage 1 temperature delta is exceeded, the second stage will engage. Once the equipment has brought the current temperature back to within the temperature delta, stage 2 will disengage and stage 1 remain running until the set point is meet.

Stage X Maximum Runtime:  The maximum amount of time X stage will run before engaging the next stage.  Options are Auto and 10-120 minutes

Stage X Temperature Delta:  The minimum difference between the current temperature and the set temperature that will activate this stage (regardless if the maximum run time of the previous stage was reached). Options are Auto and 1-10F.

Comp to Aux Runtime:  The maximum amount of time this stage will run before engaging the next stage.  Options are Auto and 10-180 minutes

Comp to Aux Temp Delta:  The minimum difference between the current temperature and the set temperature that will activate this stage (regardless if the maximum run time of the previous stage was reached). Options are Auto and 1-10F.

Cool Min On Time:  Sets the minimum equipment run time  in cool mode.

Heat Min On Time:  Sets the minimum equipment run time in heat mode.

Temperature Correction

This will allow you to program an offset between what temperature the Thermostat is measuring versus what is displayed.  If you find that the temperature where the Thermostat is mounted does not represent the room temperature, this offset allows you to compensate for that difference.

Installer Code

This option lets you enable or disable 3262 as the installer code. Adding an installer code prevents accidental modifications to the installation setting. If a user code has been programmed it will be required to enter the installation setting.

Test Equipment

This section allows you to manually turn on and off the various equipment connected to the Equipment Interface, in order to test the wiring and connections. 

If an optional Remote Sensor module is installed this section will display the actual value (in ohms or volts) being read by the module for each individual sensor.

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

In any of the screens within this section, the equipment will turn off when you select Done.

Sensors

This section will allow you to configure the sensor inputs on the Equipment Interface as well as the sensors on the  optional remote sensor module (EB-RSM) Refer to details on Automation and how to program the sensor inputs. 

View Wiring Diagram

 

This feature allows you to view the terminal connections of the equipment interface as determined by the configuration options selected during the installation process. 

Contractor Info 

Enter your contact information in this area to have it displayed in the About menu, found in the Settings menu, when an alert is shown on the touch screen and in the customer’s personal web portal.  You can enter your: 

   Company name

   Phone number

   Email address

   Website address

This information can also be configured on the ecobee EMS Web Portal. Once the Thermostat is connected to the Internet this information will be automatically loaded into the Thermostat.

Reset Installation Settings 

This will restore all the installation settings back to the factory default. Any user settings (not related to the equipment installed) will remain unchanged. 

Reset All Setting 

Selecting this option will reset the entire ecobee EMS back to the original factory default settings