Using the EMS system

The bright, easy-to-read and easy-to-use touch screen on the Thermostat makes it simple to review and adjust the settings any time you want. 

What’s on the Home Screen? 

The Home Screen displays the current temperature, various heating and cooling settings, and icons for navigating to other features and settings of the Thermostat. The Home Screen is the default display for the Thermostat

 Home_Screen.JPG

 

 

1. Set Temperature: The set temperature is the temperature the system is programmed to maintain. 

2.  Set Temperature Adjustment Slider: Using your finger, drag the slider back and forth to manually lower or raise the set temperature. Tapping at either end of the temperature scale will move the slider by 1°F (0.5°C). When you manually adjust the set temperature you will put the system into a Hold mode. 

If the system is enabled for Auto change-over mode, and you have selected Auto, an arrow will be displayed on the temperature scale in addition to the magnifier. This will allow you to adjust both the heating and cooling set temperatures. Pressing the arrow will switch the magnifier to that location and allow you to change that temperature. 

There is a minimum difference allowed between the heat set temperature and the cool set temperature. If you change the temperatures and this minimum is not maintained, the system will automatically adjust the other set temperature to compensate. These features are configurable in the Installation Settings. 

3.  Current Temperature: This is the current temperature in the room where the Thermostat is installed. The Thermostat sends signals to the heating and cooling system to make sure this temperature matches the set temperature on the Thermostat. 

4. System and Fan Settings: Displays the current operating mode of the heating and cooling system, as well as the furnace fan setting. Press Details to adjust these settings. 

5.  System Messages: Provides additional information on the operation of the system. 

6.  WiFi Signal Strength Indicator: Indicates the strength of the signal the Thermostat is receiving from the WiFi router. You must have WiFi enabled for the indicator to work. 

7. Current Date and Time: Displays the current date and time. 

8.  Internet Connection Indicator: Indicates that the Thermostat is connected to the Internet. 

Feature Icons 

The feature icons allow you to quickly access the various features of the ecobee EMS. Press any one of these icons to activate that specific feature.

Register: Use the Register icon to initiate the registration process. This will prompt you to configure the WiFi radio. For the EMS system to complete the registration process you will need to log into the ecobee EMS Web portal and enter the Thermostat’s 12-digit serial number. Once successfully registered, the Registration icon is replaced by the Weather icon. 

Weather: The Weather icon displays the current outdoor temperature for the specific Thermostat location that was entered during the registration process. Press the icon to see the full five-day forecast.  

Detail: Press the Details icon to see system details such as humidity levels and furnace fan settings. If you have a ventilator, humidifier or dehumidifier connected, Details will also display these settings. 

Program: Press Program to set the desired temperatures throughout the day for each day of the week. The image on this icon will change to show which period of the day (Occupied, or Unoccupied) is currently in effect. 

Resume: If the Thermostat has been manually adjusted, the Resume button will be displayed. Pressing this button will cause the system to revert back to the scheduled program. 

Switch To: Pressing the Switch To icon will switch the system to the period shown in the icon.  If the system is in the Unoccupied period, it will switch to the Occupied period and remain there for 2 hours. If the system is in the Occupied period, it will switch to the Unoccupied period and remain there until the next scheduled transition. 

More: Press this icon to navigate to additional features. 

Cleaning the Touch Screen

 To clean the touch screen: From the Home screen, press More > Clean Me. 

Press the Clean me icon to deactivate the touch screen. You can clean the Thermostat touch screen by spraying  water or any mild, non-abrasive household cleaner on a clean cloth. Wipe the surface of the touch screen with the dampened cloth. 

Note: Do not spray any liquids directly onto the Thermostat.  

The touch screen will be deactivated for 20 seconds and the time to reactivation will count down.

 

Viewing Details

Details: From the Home screen, press Details. The Details screen lists various temperature and equipment details associated with the Thermostat: 

Current Temperature: The temperature in the room where the Thermostat is installed. 

System Mode: Displays the mode the system is operating in. Press this item to display a list of options: 

  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 furnace when the current temperature drops below the set temperature. 

  Auxiliary Heat Only -  The system will only use the auxiliary or back-up heat source to maintain the heat set point temperature 

  Auto - The system is in Auto change-over mode and will activate the heating or cooling systems to keep the building within the desired range of set    temperatures. This option is only available if enabled in the Installation Settings. 

  Off -  The system is off and will only display the current temperature. 

Fan Control

Displays the current furnace fan setting. Press this item to toggle between: 

   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 -  Turns on the furnace fan when the system is heating, cooling or ventilating the building, or to satisfy the minimum fan “on” time. 

When you switch between Auto and ON in fan control, the Thermostat will prompt you with the following: 

  • Hold 2 hours  
  • Hold 4 hours  
  • Indefinite The fan will switch to this setting and will only revert back if you do so manually. 

 Minimum “On” Time:  This feature allows you to determine a minimum time per hour that the furnace fan will run. This results in optimal air circulation and a more consistent temperature within the building, and is more cost-effective than choosing the On setting. 

Current Humidity: Displays the current percentage of humidity in the room where the Thermostat is installed. Humidity displays even if the Thermostat has not been configured to control a humidifier or dehumidifier. 

Humidifier | Dehumidifier

Humidity is an important factor in the overall comfort. If the Thermostat was configured to control a humidifier or dehumidifier, you will be able to select the options below to control the level of humidity in the building. 

Humidifier: This option will let you configure the humidifier connected to the Thermostat.  Options are:  

On -  The system will maintain the humidifier to the programmed level. 

Off -  The system will not control the humidity in the building. 

Frost Control: During the heating season, the Thermostat will automatically adjust the humidity levels to minimize frost or condensation forming on the windows. Internet access is required for this feature to operate properly. 

Humidifier Set Point: Select this option to program the desired set point for the humidifier. If Frost Control is selected, this option will display the optimal level. 

Dehumidifier: This allows you to turn the dehumidifier on or off. 

Dehumidifier Level: Select this option to program the desired set point for the dehumidifier.  

Ventilator Max

If the system is equipped with a ventilation system, you can manually switch the ventilator to the maximum setting directly from the Thermostat. 

When you select this, the ventilator switches into the maximum mode for 20 minutes then switches back to its normal operating state. The system fan is also activated. 

Viewing Sensor (optional EB-RSM) 

If you have the optional remote sensor module installed, when you press the More icon from the home screen a new sensor icon will be displayed. This feature will allow you to view the readings of all the sensors connected. In addition for any of the sensor configured as a control sensor, you will be able to select which temperature  or sensors will be used as the set temperature. If more than one is chosen the Thermostat will take the average of those sensors. The same logic applies for indoor humidity sensors. 

Preferences and Settings

To set up Preferences: From the Home screen, Press More >Settings > Preferences. 

Once you have connected to the Internet, the following steps can be done either at the Thermostat or with through the EMS Web Portal. The steps below indicate how to perform these functions from the Thermostat. 

Temperature Display

Touch the Temperature Display to select Fahrenheit (°F) or Celsius (°C). 

Date and Time

Touch Date & Time to: 

  •    Set the current date
  •    Set the current time
  •    Select between 12-hour or 24-hour time format
  •    Select the time zone where the Thermostat is located
  •    Enable or disable daylight savings adjustments. 

Program the time and date as well as the time zone. If the Thermostat is connected to the Internet, time and date are programmed automatically. 

The time zone determines when the system needs to adjust for daylight savings time. 

Sound Effects

The Thermostat can make sounds when you press a button or when an alert is generated. Press Sound Effects to: 

  •    Turn on/off the sound when a button is pressed
  •    Adjust the volume of the sound when a button is pressed
  •    Turn on /off the sound when an alert is generated
  •    Adjust the volume of the sound for an alert 

Brightness

The touch screen display has adjustable backlight brightness. You can control the intensity when the screen is active and when the display is in standby mode.

Press Brightness to: 

  •    Set the Active brightness intensity
  •    Set the Standby brightness intensity
  •    Set the minimum time the Thermostat will stay in active brightness before switching to Standby brightness

Holding Action

Whenever you manually adjust the set temperature, the Thermostat will indicate you are “holding.” You can select how long the Thermostat will hold the new temperature before reverting back to the regular program. The options are:

 

  •    2 hours
  •    4 hours
  •    Until Next Transition:  The temperature will be held until the next program stage
  •    Indefinite: The Thermostat will continue to hold at this temperature until you press the Resume button located at the bottom of the home screen.
  •    Update Program:  When you adjust the set temperature, the system will reprogram the temperature for the program period you are currently in.
  •    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 configure the Thermostat so certain features will require the user to enter a 4-digit access code. To enable the access code, enter a 4-digit number. (To disable this feature simply delete the number.) 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 Thermostat’s program.

Restrict Calendar Event Access: The code is required to view and create a Calendar Event.

Restrict QuickSave: The security code is required to both enter and exit QuickSave mode. QuickSave is only used when the Thermostat is in Vacation Property mode. 

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. 

Note: Once an access code is entered, the Thermostat will allow access until the Backlight timer reverts to standby mode. If no standby mode is selected, the access code will expire 2 minutes after it was entered. 

Temperature Range

 You can configure the Thermostat so that only a specific heat and/or cool set point range is permitted. 

Heat Temp Range: Users will not be able to set the Thermostat to a temperature above this limit. 

Cool Temp Range: Users will not be able to set the Thermostat to a temperature below this limit. 

Recovery Options

Recovery options allow the EMS to learn how the heating and cooling system works, taking into account infrastructure, weather and historical performance, to efficiently recover from temperature set back or set forward. 

Smart Recovery Heat: The EMS will start recovery at the optimum time to ensure the set point is reached at the programmed time. 

Smart Recovery Cool: The EMS will start recovery 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 systems from activating at the same time, creating a peak power demand. 

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, creating a peak power demand. 

Economizer Setting

If a relay output is configured as an Economizer output, the following options will be made available: 

Disable Economizer during Smart Recovery: If enabled, the Economizer relay output will not activate during Smart Recovery for heat or cool. It will only activate when the system is in an Occupied period. 

If No is selected, the Economizer output will activate during the recovery from the Unoccupied to Occupied periods.

Perform Pre-occupancy Purge: If enabled, the Pre-occupancy Purge will be activated a minimum of 1 hour before the transition to an Occupied period.   

Thermostat Name

This section allows you to program a name (i.e. Front Office) on the Thermostat. This is useful if you have multiple systems or zones. You can view the Thermostat name in the About menu on the Thermostat and also in your online Web Portal.

 

Notes

To view Notes: From the Home screen, Press More > Settings > About Menu. 

This section allows you to program information you would like the user or service contractors to know about the equipment. For example, which roof-top unit the Thermostat is controlling or where the Equipment Interface is installed. 

Vacation Property

This option puts the ecobee EMS in a mode suitable for vacation rental properties. With this option enabled, the Thermostat will normally be programmed to remain in the unoccupied state (i.e., the property is vacant). The property manager can then schedule a calendar event that coincides with rental periods. During this calendar event, the ecobee EMS will switch to the occupied state but look and feel like the residential ecobee Smart Thermostat. The renters will have access to features like QuickSave, manual adjustments and hold settings (still within the limits as programmed). Once the calendar event (i.e., rental period) has elapsed, the Thermostat will automatically revert back to the unoccupied state. 

Programming the Thermostat

The ecobee EMS is flexible enough to handle the most demanding schedules. Multiple Occupied or Unoccupied periods can be programmed on a daily basis. If a different time or set temperature is required, a Custom Period can also be programmed.

Occupied: Represents the period when the building or area is occupied.  When this period is active, any relay programmed as Economizer or Occupied will be activated. 

Unoccupied: Represents the period when the building or area is unoccupied. When this period is active, any relay programmed as Economizer or Occupied will not be activated. 

Custom Period: allows you to assign a name and whether the period is occupied and unoccupied. You can then customize the EMS with set temperatures and times that are different than the standard periods. For example, if you have an occupied period on the weekend, but do not require the set temperature to be as high/low as during the week, you would create a custom period called Weekend. Configure it as an occupied period and program unique set temperatures, then assign this new period to the days that are applicable.

There are three ways to program the schedule for the ecobee EMS: Use the Wizard to guide you through the steps, use the more advanced Editor feature OR  program multiple Thermostats remotely using the EMS Web Portal.

Using the Program Wizard

 

To use  the Wizard: 

From the Home screen, press Program > Wizard in the upper right corner of the screen. Choose the setting that best fits your daily routine. Press Next to go to the next question. When the Congratulations screen appears, press Done.

EMS_program_screen.JPG

The Thermostat Wizard takes you through a step-by-step process to set the program schedule. If you want to change anything, you can either run the Wizard again, or press Editor to make specific changes.

Note: If the Thermostat is in Hold mode, you must press Resume in order to get to the wizard. 

If you do not immediately connect to the Internet, you must ensure the time and date are programmed. Refer to Preferences and Settings for details.

Note:  Humidity levels are not included as a programmable option, even if a humidifier or dehumidifier is installed and controlled by the Thermostat.

Using the Editor

 

To use  the Editor:

From the Home screen,  press Program > Editor in the upper left corner of the screen. Select the days you want to adjust (choosing more than one day will change settings for all the days selected), and press Next. Adjust temperature by pressing the heat or cool buttons on the right-hand side. OR select Add new item to add a custom period. 

EMS_editor_screen.JPG

The Editor is a more advanced feature that allows you to edit specific times, temperatures and furnace fan settings for each day of the week, add additional Occupied or Unoccupied periods throughout the day or week as well as create customized periods. 

You can select the desired program period to adjust start times or disable the period entirely. 

Select a current Heat or Cool set temperature to adjust the temperature or fan settings for that period.  Any program period changes will automatically apply to all the days that period runs and are shown at the top of the screen. 

If the system is enabled for Auto change-over mode, the heat and cool set temperature will automatically be adjusted to ensure a minimum difference is maintained. Auto change-over mode and the minimum temperature difference are configurable in the installer setting. 

Note: In Auto change-over mode the fan setting will revert to whatever is configured in the Details 

Add a new Item:

Select this option to add a new Occupied, Unoccupied or custom period to the selected day(s).

 

Scheduling a Calendar Event

To schedule a Calendar Event: From the Home screen,  press More > Calendar Events. Press New and enter a name and the duration of your Event.

The Thermostat’s Calendar Event feature helps conserve energy while the building is unoccupied for long periods of time and also ensures that the building is comfortable when it is occupied. 

You can enter any number of uniquely named Calendar Events. Other features to choose from include:

ecobee Optimize: Turn this option ON and the EMS will automatically set the heat temperature, cool temperature, system mode and furnace fan settings to maximize energy conservation while the building or area is Unoccupied. 

Turn this option OFF to manually configure Heat Temperature, Cool Temperature and Fan settings while the building or area is Unoccupied.

Is Occupied: Select Yes, if during the calendar event the building or area will be occupied. This ensures the economizer or other Occupancy relays are properly activated. 

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 conserve 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 conserve energy. 

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, cooling or ventilating the building, or to satisfy the minimum fan run time as programmed.
  •  Minimum 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 position for the fan.

 In either mode, the system will ensure that when the Calendar Event ends the Thermostat will revert to the regular settings.

 Note: If you were running the regular program prior to the start of the Calendar Event, on your return the ecobee EMS system will restore the building to those settings. If you were in Hold mode prior to the start of the Calendar Event, the system will restore the building to whatever the set temperature was just prior to the Calendar Event. 

Performing a Hardware Reset

In rare circumstances, static electricity or power surges may interrupt the operation of the Thermostat or Equipment Interface, forcing a hardware reset.

Resetting the Thermostat

You can reset the Thermostat by pressing the hardware reset button, located through an opening in the top left corner of the Thermostat, as shown below. Pressing the hardware reset button will not alter programming or configuration options.