Energate Z100 Pioneer 2 Operating And Installation Manual

Energate Z100 Pioneer 2 Operating And Installation Manual

Smart thermostat
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Z100 Pioneer 2 Smart Thermostat
Operating and
Installation Manual
AW001065-B

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Summary of Contents for Energate Z100 Pioneer 2

  • Page 1 Z100 Pioneer 2 Smart Thermostat Operating and Installation Manual AW001065-B...
  • Page 2 Page 2...
  • Page 3 Operating and Installation Manual Congratulations on the purchase of your new thermostat. It has been designed for easy programming to save on energy costs and allow a comfortable living environment. Features:  Auto programming mode for your yearly heating and cooling needs ...
  • Page 4: Table Of Contents

    Table of Contents OPERATING THE THERMOSTAT ..................... 8 Navigating the Controls ......................8 Home Screen ..........................9 Heat / Cool / Fan Icons ......................11 Setpoint Value Display ......................11 HELP button ..........................12 Title Bar ............................ 12 Default Schedule ........................13 Temporary Temperature Hold ....................
  • Page 5 Voluntary and Mandatory Energy Events................33 Starting a Temporary Temperature Hold during an Energy Event .......... 34 Price Conservation Event ......................35 Energy Options ......................... 36 Conservation Menu ........................39 The following are the default maximum adjustment and LED settings........41 Note: Your utility may have selected different values.
  • Page 6 Removing Thermostat Front Housing from Backplate ............... 53 Replacing the Battery ....................... 54 Wiring Configuration ......................... 55 Setup Menu Options ......................... 56 Password ..........................56 Setpoint Range ........................58 Equipment Type ........................58 Equipment Settings ....................... 59 Conventional Systems ....................... 59 Heat Pump Systems......................
  • Page 7 Caution ............................. 74 Note: ............................75 Page 7...
  • Page 8: Operating The Thermostat

    OPERATING THE THERMOSTAT Navigating the Controls The function of the LEFT and RIGHT TAB buttons appears on the bottom of the display screen. Page 8...
  • Page 9: Home Screen

    Use the SCROLL (▲ ▼) buttons to adjust the temperature, move through the menus options, and change highlighted values. Press the MENU / SELECT () button to access the menu as well as to select or accept highlighted menu items. Home Screen The Home screen displays current temperature and operation data.
  • Page 10 Note: A SETPOINT (e.g., LEAVE) is identified by a name and specifies both heating and cooling target temperatures. See the Temperature Settings section for additional information. By just pressing any of the buttons, the Home screen becomes Active, the backlight brightens and the MODE and FAN tabs are shown.
  • Page 11: Heat / Cool / Fan Icons

    Heat / Cool / Fan Icons Icon Description Heating mode (animated when furnace or heat pump is on). Cooling mode (animated when air conditioning or heat pump is on). Auxiliary heating on (animated). More than one heating stage on (animated). More than one cooling stage on (animated).
  • Page 12: Help Button

    HELP button The thermostat’s HELP button provides you with information on how to navigate through the individual menu screens. It will help you to quickly change settings without having to refer to this user manual; however, it does not replace this manual, so please keep this manual for future reference.
  • Page 13: Default Schedule

    Default Schedule The thermostat’s schedule is factory programmed with the Energy Efficient START TIMES and SETPOINTS listed below (note your utility may have selected different default values). Note: A SETPOINT has a pre-set name and specifies both heating and cooling target temperatures, as explained in detail in the Temperature Settings section.
  • Page 14 Default Schedule (continued) SCHEDULE – Celsius Scale Monday to Friday Saturday & Sunday SETPOINT SETPOINT START START TIMES TIMES NAME HEAT COOL NAME HEAT COOL 6:00 am Wake 21.1°C 25.6°C 8:00 am Wake 21.1°C 25.6°C 8:00 am Leave 16.7°C 29.4°C 6:00 pm Return 21.1°C...
  • Page 15: Temporary Temperature Hold

    Temporary Temperature Hold A Temporary Temperature Hold allows you to temporarily make the temperature warmer or cooler without affecting the pre-set programming. The thermostat will remain at the Temporary Hold temperature until the next scheduled SETPOINT. From the Home screen, press either of the SCROLL buttons to adjust either the HEAT (if the current operating mode is HEAT) or the COOL (if the current operating mode is COOL) of the active target SETPOINT, shown below the room temperature, with two...
  • Page 16 Temporary Temperature Hold (continued) Once the Temporary Hold is in effect, the SETPOINT name will be replaced by TEMPORARY. Note that a Temporary Hold can also be set by scrolling to the HOLD menu item at the Main Menu and selecting TEMPORARY as the Type of Hold, as it is explained further in the section describing the HOLD screen.
  • Page 17: Heating And Cooling Modes

    Heating and Cooling Modes The thermostat is pre-set for heating operation (HEAT) but, as explained when describing the HOME SCREEN, you can manually (by pressing the LEFT TAB) change the thermostat mode between AUTO, HEAT, COOL, OFF, and EMERG. The available options for the thermostat mode will depend on the type of heating or cooling equipment at your home.
  • Page 18: Fan Modes

    Fan Modes You can manually change the fan mode between AUTO and ON, by pressing the RIGHT TAB. AUTO: The fan runs only when the heating, cooling, or emergency systems are on. As described in detail in the Installation section of this manual, for conventional systems, under EQUIPMENT SETTINGS, with FAN ON IN HEAT set to NO, the fan is not controlled by the thermostat, but by the furnace.
  • Page 19: Main Menu

    Main Menu From the Home Screen, pressing the MENU / SELECT button once (if the screen is active) or twice (if it is in the idle mode), the MAIN MENU appears as it is shown on the left. Using the SCROLL buttons, you can scroll to the desired menu item, as shown in the two screen shots on the left.
  • Page 20: Temperature Settings

    Temperature Settings A SETPOINT is identified by a NAME and specifies heating and cooling target temperatures. Example: If the SETPOINT is set to WAKE, with COOL temperature of 78°F and HEAT temperature of 70°F, a thermostat operating in AUTO mode will keep your dwelling’s temperature at the predefined HEAT or COOL temperature.
  • Page 21: Quick Schedule

    Schedule Menu The SCHEDULE menu provides access to viewing and modifying your current and future schedules (QUICK SCHEDULE), change the SCHEDULE TYPE that your thermostat is following, modify the name and temperature of SETPOINTS, and change the time at which Setpoints are scheduled for (SCHEDULE).
  • Page 22: Schedule Type

    Schedule Type The SCHEDULE TYPE screen allows you to choose among four different weekly schedule types. These are: Monday – Friday schedules are the same. 5/2 DAYS Saturday & Sunday schedules are the same No schedule. The thermostat controls to the target temperature set using the up and down scroll buttons from the home screen.
  • Page 23: Setpoints

    Setpoints The SETPOINTS screen shows on the left the list of names of the different SETPOINTS programmed in your thermostat and on the right the corresponding heating (in winter) and cooling (in summer) target temperatures. To change the HEAT and COOL temperature settings, SCROLL to the SETPOINT you want to change and press the MENU / SELECT button.
  • Page 24: Schedule Times

    Schedule Times The SCHEDULE determines when a SETPOINT such as WAKE begins. Only the start times are defined; the SETPOINT ends at the start of the next SETPOINT. From the SCHEDULE menu, choose the menu item SCHEDULE and press the MENU / SELECT button to view the SCHEDULE screen.
  • Page 25 To add a new start time (you can have up to 6 scheduled start times), SCROLL to a blank row, SELECT it, and SCROLL to an appropriate SETPOINT. Press MENU / SELECT to select it and to go back to the start times. Change the start time to the desired one and then press SAVE CHANGES.
  • Page 26: Hold Screen - Permanent, Timed, And Temporary Temperature Holds

    Hold Screen - Permanent, Timed, and Temporary Temperature Holds The SCHEDULE can be overridden to maintain a desired SETPOINT through either a:  Permanent Temperature Hold (hold until cancelled)  Timed Temperature Hold  Temporary Temperature Hold (hold until the next scheduled SETPOINT) Choose HOLD from the Main Menu.
  • Page 27 one, by pressing again the MENU/SELECT key and then scrolling though the different SETPOINT names. The Heat and Cool temperatures will change accordingly. (Only the HOLD SETPOINT allows the temperatures to be independently set). Press SAVE CHANGES to accept the new settings and initiate the Hold. To cancel the Hold, return to the HOLD screen and press the CANCEL HOLD tab.
  • Page 28 Hold Screen - Permanent, Timed, and Temporary Holds (continued) Timed Hold Once you choose the TIMED hold, you can change the date and time until it will be effective, by pressing the MENU/SELECT button. The date and/or time will be respectively underlined and you will be able to change them by using the SCROLL buttons.
  • Page 29 Hold Screen - Permanent, Timed, and Temporary Holds (continued) Temporary Hold The Temporary Hold is set to override the thermostat schedule temporarily, but it will be cancelled by the next scheduled SETPOINT, as explained before in the section called Temporary Hold.
  • Page 30: Setting The Date & Time

    Setting the Date & Time When the thermostat’s communication link to the utility’s network is active, the network periodically updates the date and time, so you will be prevented from modifying this setting. If the communications link is inactive (an “X” displayed in the top left corner), you can set the current date and time by selecting the TIME menu item from the USER OPTIONS menu.
  • Page 31 Setting the Date & Time (continued) The TIME screen will appear as shown at the left. To change between 12 and 24 hour clock formats, scroll to the CLOCK FORMAT menu item. Press MENU / SELECT. The setting will be underlined. You can change the format using the SCROLL buttons and then pressing SAVE CHANGES to accept the change.
  • Page 32: Energy Events And Price Events

    Energy Events and Price Events Energy / Price Events occur during specific time intervals when your utility actively reduces consumer electricity consumption, or institutes higher energy prices to discourage consumption. This happens when your utility needs to reduce the load on the electricity grid, and these events are referred to as: ...
  • Page 33: Voluntary And Mandatory Energy Events

    For each energy event, your utility will specify when the event will start and end, as well as either a desired temperature, a target temperature offset or duty cycle. An offset is the number of degrees above (in COOL mode) or below (in HEAT mode) the current target temperature setting programmed into the thermostat.
  • Page 34: Starting A Temporary Temperature Hold During An Energy Event

    Starting a Temporary Temperature Hold during an Energy Event During an Energy Event you can always start a Temporary Hold through the Home Screen, following the procedure explained in the Temporary Hold section. In this case, when you press ACCEPT, a warning message will be displayed advising you that there is an Energy Event in progress, which are the limits specified by the event and when it will end.
  • Page 35: Price Conservation Event

    Price Conservation Event Some utilities have energy (electricity) prices which vary depending on the time of day, and in some cases when demand is approaching its highest levels, a critical peak price is charged. In these situations your utility can send Price Events, which will display the current energy price on your thermostat.
  • Page 36: Energy Options

    Energy Options The Energy Options screen allows you to adjust your settings to maximize comfort or the conservation of energy. Choose ENERGY OPTIONS from the Main Menu to view this screen. To maximize energy conservation, you can choose to Opt-In to a load control event.
  • Page 37 Event Anticipation If your thermostat is participating in a price conservation event, a temperature offset will be applied to the device making it heat or cool your home according to a more conservative setpoint different from that of the thermostat’s regular schedule. The Event Participation time is the length of time before the start of the price conservation event that the thermostat will begin to pre-heat or pre-cool your home in an effort to use electricity when it is off peak, allowing more electricity to be conserved during the actual event when the peak is scheduled.
  • Page 38 Gradual Adjustment In an effort to keep you more comfortable and gradually reduce a local peak in electricity; your thermostat can opt to reach the temperature setpoint specified by the price conservation event in the middle of the price event. If gradual adjustment is enabled the thermostat will gradually increase the temperature offset until it reaches the full offset at the middle of the event.
  • Page 39: Conservation Menu

    Conservation Menu The Conservation feature allows you to choose your desired comfort level (i.e. from maximum comfort and the least savings to maximum savings and minimum comfort) when energy prices increase. Please note that not all utilities provide price information over the communications link so this screen may not be activated for your program.
  • Page 40 By continuing to press the arrow buttons, you can also choose Comfort, as shown here. The thermostat now makes target temperature adjustments higher than Max Comfort when the price goes up by a small amount, and when rates go higher so do the temperature setbacks.
  • Page 41: The Following Are The Default Maximum Adjustment And Led Settings

    Maximum Savings means that your thermostat will change the temperature in the direction of maximum energy savings every time there is an increase in the price of energy. The following are the default maximum adjustment and LED settings. Tier # Max Savings 0 ˚F None...
  • Page 42: Indicators Of Energy Events And Savings

    Indicators of Energy Events and Savings The Thermostat has four Light Emitting Diodes (LEDs) located on the center portion of the case, below the LCD screen. These four LEDs are in order from left to right: BLUE, YELLOW, ORANGE and RED. BLUE This LED will light up when an energy (DRE/DRLC) event or a price conservation event is in progress.
  • Page 43: User Options

    User Options The USER OPTIONS menu allows you to set up the configurations of the display options, date and time, and temperature. It also allows you to remind yourself when you have to change the filter of your equipment and also to save service information that you may need in future. Display From the Main Menu, SELECT the User Options menu item.
  • Page 44: Language

    Language The thermostat can be set to English or Spanish through the DISPLAY screen. To change from ENGLISH to SPANISH SCROLL to the ESPAÑOL choice (underlined). Press SAVE CHANGES to save. Standby Brightness In the DISPLAY menu of USER OPTIONS, the user has the option to change the brightness of the screen in standby mode (after a minute of inactivity).
  • Page 45: Filter Reminder

    Filter Reminder You can program the Filter Reminder by going to the FILTER REMINDER screen from the USER OPTIONS menu. Once in the FILTER REMINDER screen, you can set (in months) when you need to change the filter. It can be set from 0 to 12 months. Setting it to 0 effectively disables the CHANGE FILTER reminder.
  • Page 46 Temperature The display can be set to display Fahrenheit (°F) or Celsius (°C) scales. Also if you measure the temperature yourself and believe the thermostat’s displayed temperature is off slightly you can easily calibrate the thermostat’s display by up to +/- 5.4°F (+/- 3°C) by following these steps. From the USER OPTIONS menu select TEMPERATURE.
  • Page 47: Service Information

    Service Information Information regarding your service contractor can be programmed into the thermostat for future reference from the SERVICE screen, which can be accessed through the USER OPTIONS menu. Choose SERVICE from the USER OPTIONS menu. Press EDIT NAME and enter the name and contact information using the MENU / SELECT button to navigate to each letter position and the SCROLL buttons to change each letter.
  • Page 48: Utility Text Messages

    Utility Text Messages Your utility may send text messages to your thermostat to provide information. For example, they might inform you of upcoming events. A text message sent from your utility will be displayed when the thermostat is on the home screen. It will remain displayed until you acknowledge the message, until the message expires, or until your utility cancels the message.
  • Page 49: Installation And Maintenance

    INSTALLATION AND MAINTENANCE Mounting the Thermostat Install the thermostat approximately 5 feet (1.5m) above the floor in an area with good air circulation at average temperature. Avoid locations with drafts or dead spots behind doors, hot or cold air ducts, sunlight or radiant heat from appliances, concealed pipes or chimneys and unconditioned areas such as outside walls behind the thermostat.
  • Page 50: Mounting The Thermostat (Continued)

    Mounting the Thermostat (continued) Remove back-plate from thermostat housing. Place thermostat housing as shown Grab battery-tab and pull away from the above. battery. It is very important to engage the top Do not touch the ESD-sensitive components hinge first. unless properly grounded Page 50...
  • Page 51: Mounting The Thermostat (Continued)

    Mounting the Thermostat (continued) CAUTION: Do not press on the front housing as shown Press down at the bottom of the thermostat above. housing until the housing snaps into position. This may cause the LCD to crack and/or break! Page 51...
  • Page 52: Mounting The Outdoor Sensor

    Mounting the Outdoor Sensor The outdoor sensor should be mounted in a shaded location, out of direct sunlight. The thermostat will automatically detect the outdoor sensor and display its readings. Cleaning the Thermostat The thermostat can be cleaned with a soft cloth lightly dampened with isopropyl alcohol (IPA). Excessive IPA or use of other solvents may damage the LCD! Page 52...
  • Page 53: Removing Thermostat Front Housing From Backplate

    Removing Thermostat Front Housing from Backplate To remove the thermostat front housing from the backplate, press the plastic tab located at the bottom of the thermostat. Pull the bottom of the front housing forward and remove. WARNING: do not use metallic tools when removing battery or backplate; this may damage the thermostat.
  • Page 54: Replacing The Battery

    Replacing the Battery A LOW BATTERY WARNING will appear when the battery falls below 10% of its rated capacity. This procedure does not lose the thermostat settings; however, time settings will require re- programming if communications are not restored. Replace with a CR-2032 battery. Many government agencies promote and have battery recycling programs.
  • Page 55: Wiring Configuration

    Wiring Configuration The thermostat should be wired by a licensed technician familiar with HVAC installation. Conventional Systems (CONV) Common(GND) Power (24VAC) 3 RS OUT Outdoor Sensor 1st Stage Heat W1 10 4 RS GND Sensor Ground 5 FILTER Filter 1st Stage Cool Y1 12 2nd Stage Cool Y2 13 2nd Stage Heat W2 14 Heat Pump Systems (HP)
  • Page 56: Setup Menu Options

    Setup Menu Options WARNING: Changing settings in the SETUP can damage the HVAC system and should only be done by a qualified HVAC technician. Password Two levels of password protection are programmed in the thermostat: USER and INSTALLER. Both password levels will timeout after 20 minutes of the last button press and force you to re-enter a password.
  • Page 57 The passwords can be changed in the PASSWORD menu. SCROLL to change either USER or INSTALLER password. SCROLL through the letters to change the password, or use the blank letter to set the password to a blank. Page 57...
  • Page 58: Setpoint Range

    Setpoint Range The SETPOINT RANGE sub menu defines the Maximum and Minimum temperatures allowed in the HEAT and COOL modes. Adjusting these temperatures limits the temperature ranges allowed when setting SETPOINT temperatures. Equipment Type WARNING: The thermostat must be configured correctly to match the equipment type. The number of cooling and heating stages must be defined in the Conventional or Heat Pump setting.
  • Page 59: Equipment Settings

    Equipment Settings Conventional Systems You must enter an Installer Password to access the EQUIPMENT SETTINGS from the Main Menu. The following settings can be changed for Conventional Systems: DEFAULT OPTION FAN ON IN HEAT The fan turns on when the The furnace waits until enough thermostat sends the fan on heat is built up before turning on...
  • Page 60: Heat Pump Systems

    Heat Pump Systems You must enter an Installer Password to access the EQUIPMENT SETTINGS from the Main Menu. The following settings can be changed for Heat Pump Systems: DEFAULT OPTION ALLOW HP+AUX ON Allows the Heat Pump and Does not allow Heat Pump and Auxiliary Heat to be on at the Auxiliary Heat to be on at the same same time.
  • Page 61: Equipment Cycling

    Equipment Cycling The minimum amount of time your equipment will be active and turn off for in between cycles can be selected in the Equipment Cycling screen. Additionally you may also select the maximum number of cycles per hour in each mode (heat or cool). Conventional Systems You must enter an Installer Password to access the EQUIPMENT CYCLING from the Main Menu.
  • Page 62: Heat Pump Systems

    Heat Pump Systems You must enter an Installer Password to access the EQUIPMENT CYCLING from the Main Menu. The following settings can be changed for Heat Pump Systems: DEFAULT OPTION 1 – 6 minutes AUX HEAT MIN ON/OFF TIME 2 minutes 1 –...
  • Page 63: Control Options

    Control Options You must enter an Installer Password to access the CONTROL menu from the Main Menu. The following settings can be changed: DEFAULT OPTION CHANGE 0-6°F 2°F (1°C) HYSTERESIS (0-3°C) Defines the number of degrees the temperature must go beyond a Setpoint prior to changing from HEAT to COOL mode or vice versa in AUTO mode.
  • Page 64: Device Info Screen

    CONFIG ID: Customer Configuration File Identification Number and Version. Both are numbers from 0 to 255, separated by a dot. When no Customer Configuration File has been programmed, the Value shown will be NOT AVAILABLE. In this case, the standard Energate default values will be used. Page 64...
  • Page 65 Version. Both are numbers from 0 to 255, separated by a dot. When no Customer Configuration File has been programmed, the Value shown will be NOT AVAILABLE. In this case, the standard Energate default values will be used. Page 65...
  • Page 66: Zigbee Link Info Screen

    ZigBee Link Info Screen The Link Info screen is also read-only and it is available through the Setup menu. The Installer password must be entered to access the screen. The ZIGBEE LINK INFO screen provides the following information:  The ZigBee Link Icon, as described in the Title Bar section of this manual. ...
  • Page 67 ZigBee Link Info Screen (continued)  STATUS: The text label inside the box describes the status of the communication link Possible states of the communication link: SEARCHING FOR RADIO SEARCHING FOR NETWORK JOINING NETWORK SEARCHING FOR TRUST CENTER WAITING FOR SECURE LINK SEARCHING FOR ESP WAITING FOR VALID CONNECTION CONNECTION ACTIVE...
  • Page 68: Reset Screen

    Pressing the EXIT tab in either the Device Info screen or the ZIGBEE Link Info screen takes you back to the Setup Menu. Reset Screen The Thermostat has three different resets to Factory Default values: • THERMOSTAT RESET • USER CONFIGURATION RESET •...
  • Page 69: Thermostat Reset

    Thermostat Reset A THERMOSTAT RESET restores the thermostat to the following original manufacturer settings HEAT COOL WAKE 70.0ºF 78.0ºF LEAVE 62.0ºF 85.0ºF RETURN 70.0ºF 78.0ºF SETPOINTS SLEEP 62.0ºF 82.0ºF UNOCCUPIED 62.0ºF 85.0ºF OCCUPIED 70.0ºF 78.0ºF SETPOINT 7 62.0ºF 85.0ºF HOLD 70.0ºF 78.0ºF SCHEDULE...
  • Page 70 Thermostat Reset (continued) TEMPERATURE UNITS FAHRENHEIT (ºF) USER [1234] OFF PASSWORD INSTALLER [INST] HEAT 91.0ºF (32.8ºC) 54.0ºF (12.2ºC) SETPOINT RANGE COOL 93.0ºF (33.9ºC) 56.0ºF (13.3ºC) # OF COOL STAGES EQUIPMENT TYPE CONVENTIONAL # OF HEAT STAGES EQUIPMENT SETTINGS FAN ON IN HEAT HEAT MIN ON/OFF TIME 2 MIN HEAT MAX CYCLE...
  • Page 71: User Configuration Reset

    User Configuration Reset The USER CONFIGURATION RESET will only restore the following settings to the factory default values listed in the previous Thermostat Reset section:   SETPOINTS CLOCK FORMAT   SCHEDULE LANGUAGE   COMFORT SETTING TEMPERATURE UNITS ...
  • Page 72: Conventional System Test

    Conventional System Test This procedure allows the installer to bypass delays associated with the minimum on/off times. OUTPUT TESTED PROCEDURE EXPECTED RESULT Mode = OFF Fan should turn on. Fan = change from AUTO to ON Mode = COOL Lower the Setpoint by at least -3°F (- First stage cooling should stage cooling 2°C) from room temperature and press...
  • Page 73: Heat-Pump System Test

    Heat-Pump System Test This procedure allows the installer to bypass delays associated with the minimum on/off times. OUTPUT TESTED PROCEDURE EXPECTED RESULT Mode = OFF Fan should turn on. Fan = change from AUTO to ON Mode = COOL stage cooling Set the Setpoint by at least -3°F (-2°C) First stage cooling should below room temperature and press...
  • Page 74: Product Conformity

    2. This device must accept any interference, including interference that may cause undesired operation. Contains Radio Module FCC ID: WUR-RM30; Industry Canada: 8022A-RM30 Caution You are cautioned that any changes or modifications not expressly approved by Energate, Inc. could void your authority to operate this equipment. Page 74...
  • Page 75 Note: 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.
  • Page 76 Page 76 © All Rights Reserved US Patent No. 7,737,762...

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