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Energate Foundation User Manual

Foundation smart thermostat & home energy gateway
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Foundation
Foundation   S mart   T hermostat   &   H ome   E nergy   G ateway  
User   G uide    
Programmable   C ommunicating   T hermostat   &   I n-­‐Home   E nergy   U se   D isplay  
www.energateinc.com/foundation  
AW001066-­‐A  

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  • Page 1 Foundation Foundation   S mart   T hermostat   &   H ome   E nergy   G ateway   User   G uide     Programmable   C ommunicating   T hermostat   &   I n-­‐Home   E nergy   U se   D isplay  ...

  • Page 2: Legal   D Eclarations

    Trademarks   Energate   i s   a   r egistered   t rademark.   F oundation   a nd   F oundation   S mart   T hermostat   &   H ome   E nergy  ...

  • Page 3: Warranty

      t o   t he   r eplacement   p art[s)   s hall   e xpire   o n   t he   d ate   o f   t he   e xpiry   o f   t he   W arranty   P eriod.   ENERGATE   I NC.’S   E NTIRE   A GGREGATE   L IABILITY   F OR   L OSSES   A ND   D AMAGES   F OR   A NY   C AUSE   R ELATED  ...

  • Page 4: Table Of Contents

    Foundation   U ser   G uide     Table   o f   C ontents   Legal   D eclarations   ............................   2   Warranty   ..............................   3   1   How   t o   u se   t his   g uide   ..........................   6  ...
  • Page 5 Installer   S etup   M enu   .........................   8 0   6.2   Foundation   T hermostat   W iring   ....................   9 0   7   Optional   A ccessories   ..........................   9 2  ...

  • Page 6: How   T O   U Se   T His   G Uide

    Foundation   U ser   G uide     1 How   t o   u se   t his   g uide   1.1 Purpose   This   u ser   g uide   d escribes   t he   b asic   o peration   o f   F oundation   a nd   h ow   t o   u se   F oundation   t o   m aximize  ...
  • Page 7 Foundation   U ser   G uide     This   s ymbol   i dentifies   w arnings.         November   2 012   Page   7    ...

  • Page 8: About   F Oundation

    Foundation   i s   a   h ome   e nergy   c ontrol   d evice   t hat   c ombines   f undamental   h ome   c limate   c ontrol   a nd  ...

  • Page 9: Operating   F Oundation

    2.1 Operating   F oundation   Foundation   u ses   a dvanced   c limate   c ontrol   a lgorithms   t o   c ontrol   y our   c entral   h eating   a nd   c ooling  ...

  • Page 10: Led   I Ndicators

    Foundation   h as   f our   l ight-­‐emitting   d iodes   ( LED)   t hat   s ignal   e vents   f rom   y our   e lectricity   p rovider.   E ach  ...

  • Page 11: Thermostat,   E Nergy   A Nd   S Tandby   M Odes

    Foundation   o perates   i n   t wo   m odes:   T hermostat   m ode   a nd   E nergy   m ode.   A fter   a   p eriod   o f  ...
  • Page 12 Foundation   U ser   G uide     2.3.3 Energy   m ode   The   E nergy   m ode   p rovides   c onsumption   a nd   e lectricity   p rice   i nformation.   U se   t his   i nformation   t o   m ake  ...
  • Page 13 Foundation   U ser   G uide     Standby   S creens     Time   &   D ate:   D isplays   t he   c urrent   t ime   a nd   date.  ...

  • Page 14: Thermostat   M Ode

    Foundation   U ser   G uide     3 Thermostat   M ode   The   T hermostat   m ode   p rovides   c limate   c ontrol   a nd   c omfort   s ettings.   Y ou   c an   a djust   t he   t arget  ...
  • Page 15 Foundation   U ser   G uide     • The   s crolling   m essage   i ndicates   w hat   t he   t hermostat   i s   d oing.   F or   m ore   i nformation   a bout   t he  ...
  • Page 16 Foundation   U ser   G uide     3.1.2 Thermostat   M ode   S ymbols   The   f ollowing   t able   d escribes   t he   t hermostat   m ode   s ymbols   t hat   a ppear   o n   t he   T hermostat   h ome  ...
  • Page 17 Foundation   U ser   G uide     3.1.3 Fan   S ymbols   The   f ollowing   t able   d escribes   t he   f an   s ymbols   t hat   a ppear   o n   t he   T hermostat   h ome   s creen.  ...
  • Page 18 Foundation   U ser   G uide     3.1.4 Scrolling   M essages   The   f ollowing   t ables   p rovide   i nformation   a bout   t he   s crolling   m essages   t hat   a ppear   a t   t he   b ottom   o f   t he  ...
  • Page 19 Foundation   U ser   G uide     3.1.4.2 Error   m essages   For   i nformation   o n   r esponding   t o   e rror   m essages,   s ee   5  ...

  • Page 20: Thermostat   M Ain   M Enu

    Foundation   U ser   G uide     3.2 Thermostat   M ain   M enu   The   T hermostat   m ain   m enu   l ists   t he   s ettings   t hat   y ou   c an   c onfigure.  ...

  • Page 21: Thermostat   M Ode   A Nd   F An   S Ettings

    Foundation   U ser   G uide     3.3 Thermostat   M ode   a nd   F an   S ettings   3.3.1 Thermostat   M ode   S ettings   The   F oundation   t hermostat   o perates   i n   h eat   m ode   b y   d efault,   b ut   y ou   c an   c hange   t he   m ode.  ...
  • Page 22 Foundation   U ser   G uide     3.3.2 Fan   S ettings   You   c an   c hange   t he   f an   s etting.   • Auto:   T he   f an   r uns   o nly   w hen   t he   h eating   o r   c ooling   s ystems   a re   o n.    ...
  • Page 23 Foundation   U ser   G uide     3.3.3 Change   t he   T hermostat   M ode   a nd   F an   S ettings     From   t he   T hermostat   h ome   s creen,   p ress   t he  ...

  • Page 24: Changing   T He   T Emperature   W Hen   F Oundation   F Ollows   A   S Chedule

    Foundation   U ser   G uide     3.4 Changing   t he   T emperature   W hen   F oundation   F ollows   a   S chedule   You   c an   p rogram   a   d aily   o r   w eekly   s chedule   t hat   c ontrols   y our   t emperature   s ettings.   T he   s chedule  ...
  • Page 25 Foundation   U ser   G uide     3.4.2 Display   t he   S chedule   S ettings   M enu   1. From   t he   T hermostat   h ome   s creen,   p ress  ...
  • Page 26 Default   S chedule   Foundation   i s   p re-­‐programmed   w ith   a n   e nergy-­‐efficient   t emperature   s chedule.   Y ou   c an   c hange   t he  ...
  • Page 27 Foundation   U ser   G uide     3.4.4 View   t he   S chedule   Use   t he   V iew   S chedule   o ption   t o   s how   t he   c urrent   s chedule   s ettings.    ...
  • Page 28 Foundation   U ser   G uide     3.4.5 Change   t he   C urrent   S chedule   Use   t he   E dit   C urrent   S chedule   o ption   w hen   y ou   w ant   t o   c hange   s pecific   s ettings   i n   t he   s chedule.  ...
  • Page 29 Foundation   U ser   G uide     3.4.6 Create   o r   R eset   t he   S chedule   Use   t he   R eset   S chedule   W izard   o ption   t o:  ...
  • Page 30 Foundation   U ser   G uide     After   y ou   s et   t he   t emperatures   a nd   t imes,   t he   S chedule   W izard   a sks   i f   y ou   w ant   t o   c ustomize   t he  ...
  • Page 31 Foundation   U ser   G uide     3.4.8 Changing   t he   T emperature   U sing   H olds   You   c an   c hange   t he   t arget   t emperature   t emporarily   o r   p ermanently   b y   o verriding   t he   s chedule.   T hese  ...
  • Page 32 Foundation   U ser   G uide     3.4.9 Temperature   H old   M enu   The   T emperature   H old   m enu   d isplays   d ifferent   o ptions   d epending   o n   w hether   a   h old   h as   b een   s et.    ...
  • Page 33 Foundation   U ser   G uide     3.4.10 Temporary   H old     Use   a   t emporary   h old   t o   o verride   v oluntary   e nergy   o r   p rice   c onservation   e vents   f rom   y our   e lectricity  ...
  • Page 34 Foundation   U ser   G uide     3.4.11 Timed   H old   A   t imed   h old   a llows   y ou   t o   q uickly   a djust   t he   t emperature   f or   a   s pecified   n umber   o f   d ays   a nd   t hen  ...
  • Page 35 Foundation   U ser   G uide     3.4.12 Permanent   H old   A   p ermanent   h old   o verrides   t he   s chedule   a nd   r emains   i n   e ffect   u ntil   y ou   c ancel   i t.   W hen   y ou   s et   a  ...
  • Page 36 Foundation   U ser   G uide     3.4.13 Vacation   H old   A   v acation   h old   s ets   t he   t emperature   f or   a   s pecified   p eriod   o f   t ime.   W hen   t he   h old   e xpires,   t he  ...
  • Page 37 Foundation   U ser   G uide     1. On   t he   T emperature   H old   s creen,   p ress   t he   Up   p   o r   D own   q   b utton   t o   h ighlight   E dit  ...
  • Page 38 Foundation   U ser   G uide     3.4.14 Cancel   a   H old   The   C ancel   H old   o ption   c ancels   t he   h old   t hat   i s   c urrently   i n   e ffect.  ...
  • Page 39 Foundation   U ser   G uide     3.4.16 Edit   a   H old   If   a   h old   i s   a ctive,   y ou   c an   e dit   i ts   t arget   t emperature   a nd   a ny   o ther   s ettings   u sing   t he   E dit   C urrent   H old  ...

  • Page 40: Operating   T He   T Hermostat   W Ith   A   F Ixed   T Emperature

    Foundation   U ser   G uide     3.5 Operating   t he   T hermostat   w ith   a   F ixed   T emperature   When   y ou   t urn   o ff   t he   s chedule,   F oundation   d eletes   t he   c urrent   s chedule.   Y ou   c an   u se   t he  ...
  • Page 41 Foundation   U ser   G uide     3.5.2 Set   t he   H eating   a nd   C ooling   T emperatures   Use   t he   E dit   T emperatures   o ption   t o   c hoose   t arget   h eating   a nd   c ooling   t emperatures.  ...
  • Page 42 Foundation   U ser   G uide     3.5.3 Changing   t he   T emperature   U sing   H olds   You   c an   c hange   t he   t arget   t emperature   t emporarily   u sing   o verride   o ptions   c alled   h olds.  ...
  • Page 43 Foundation   U ser   G uide     3.5.4 Temperature   H old   M enu   The   T emperature   H old   m enu   d isplays   d ifferent   o ptions   d epending   o n   w hether   a   h old   h as   b een   s et.    ...
  • Page 44 Foundation   U ser   G uide     3.5.5 Timed   H old   A   t imed   h old   a llows   y ou   t o   q uickly   a djust   t he   t emperature   f or   a   s pecified   n umber   o f   d ays.   W hen   t he  ...
  • Page 45 Foundation   U ser   G uide     3.5.6 Vacation   H old   Like   a   t imed   h old,   a   v acation   h old   s ets   t he   t emperature   f or   a   s pecified   p eriod   o f   t ime   a nd   t hen   r eturns  ...
  • Page 46 Foundation   U ser   G uide     1. On   t he   T emperature   H old   s creen,   p ress   t he   U p   p   o r   D own   q   b utton   t o   h ighlight   E dit  ...
  • Page 47 Foundation   U ser   G uide     3.5.7 Cancel   a   H old   The   C ancel   H old   o ption   c ancels   t he   a ctive   v acation   o r   t imed   h old.  ...
  • Page 48 Foundation   U ser   G uide     3.5.8 View   a   H old   If   a   h old   i s   a ctive,   y ou   c an   v iew   i ts   t arget   t emperatures   a nd   a ny   o ther   s ettings   u sing   t he   V iew   H old  ...
  • Page 49 Foundation   U ser   G uide     3.5.10 Create   a   S chedule   f or   t he   T hermostat   When   t he   t hermometer   i s   o perating   w ith   a   f ixed   t emperature,   y ou   c an   u se   t he   T urn   S chedule   O n   o ption  ...

  • Page 50: Changing   U Ser   O Ptions

    Foundation   U ser   G uide     3.6 Changing   U ser   O ptions   The   U ser   O ptions   w izard   i s   a   s tep-­‐by-­‐step   g uide   f or   s etting:  ...
  • Page 51 Foundation   U ser   G uide       Standby   S creen:   S elect   w hat   F oundation   d isplays   a fter   a   period   o f   i nactivity:  ...
  • Page 52   o ther   d evice,   s et   t he   t emperature   o ffset.   Y ou   c an   a djust   Foundation’s   d isplayed   t emperature   b y   u p   t o   + /-­‐   5 .4°F   ( +/-­‐  ...
  • Page 53 Foundation   U ser   G uide       Time   a nd   D ate:   W hen   t here   i s   a n   a ctive   c ommunications   l ink,   t he   n etwork   p eriodically   u pdates   t he   d ate  ...

  • Page 54: Energy   M Ode

    Foundation   c an   a lso   r eceive   i nformation   a bout   e nergy   c onsumption   f rom   e ither   a   Z igBee   n etwork   o r  ...

  • Page 55: Energy   H Ome   S Creen

    Foundation   U ser   G uide     4.1 Energy   H ome   S creen     The   E nergy   h ome   s creen   p rovides   a t-­‐a-­‐glance   c onsumption   d ata   a nd   a ccess   t o   h istoric   d ata   a nd   e nergy  ...
  • Page 56 Foundation   U ser   G uide     To   s ee   h ow   l ow   y our   c urrent   e nergy   u se   c an   g o,   t urn   o ff   t he   l ights   a nd   u nplug   y our  ...

  • Page 57: Utility   E Vents

    Foundation   U ser   G uide     4.2 Utility   E vents     Utility   e vents   a re   s ignals   s ent   f rom   y our   e lectricity   p rovider   t o   F oundation.   Y our   p rovider   t ypically   u ses  ...
  • Page 58 Foundation   U ser   G uide     4.2.1 Energy   E vents     During   a n   e nergy   e vent,   y our   e lectricity   p rovider   s ends   a   s ignal   t o   F oundation.   T he   s ignal   c auses   t he  ...
  • Page 59 Price   C onservation   E vents   Foundation   s upports   p rice-­‐driven   p eak   l oad   r eduction   p rograms.   F or   e xample,   s ome   u tilities   u se   t ime-­‐...
  • Page 60 Foundation   h as   f our   l ight-­‐emitting   d iodes   ( LED)   t hat   s ignal   e vents   f rom   y our   e lectricity   p rovider.   E ach  ...
  • Page 61 Foundation   h as   f our   l ight-­‐emitting   d iodes   ( LED)   t hat   s ignal   e vents   f rom   y our   e lectricity   p rovider.   E ach  ...

  • Page 62: Energy   M Ode   M Enu

    Foundation   U ser   G uide     4.3 Energy   M ode   M enu   The   E nergy   M ode   m enu   l ists   t he   c onsumption   i nformation,   c onservation   s ettings,   t rack   s avings,   a nd  ...

  • Page 63: Consumption   I Nformation

    4.4 Consumption   I nformation   Foundation   d isplays   t he   C onsumption   I nformation   o n   a   s eries   o f   s creens.   1. From   t he   E nergy   h ome   s creen,   p ress   t he   M enu/Select   ü   b utton   t o   d isplay   t he   m ain   m enu.  ...
  • Page 64 Foundation   U ser   G uide     Monthly   E nergy   U se:   S hows   t he   t otal   e lectricity   c onsumption   i n   kWh.   S hows   u sage   f or   t he   m onth   t o   d ate,   t he   e stimated   u sage   f or  ...

  • Page 65: Conservation   S Ettings

    Foundation   U ser   G uide     4.5 Conservation   S ettings   During   p rice   c onservation   e vents,   F oundation   u ses   y our   C onservation   S ettings   t o   d etermine   h ow   t o  ...
  • Page 66 Savings   a re   t he   m ost   i mportant.     Savings   Foundation   r esponds   t o   a ll   p rice   i ncreases.   A   small   p rice   i ncrease   a djusts   t he   t arget  ...
  • Page 67 Foundation   U ser   G uide     4.5.1 Prioritize   C omfort   o r   S avings   From   t he   E nergy   h ome   s creen,   y ou   c an   u se   t he   c onservation   s ettings   t o   p rioritize   e ither   h ome   c omfort  ...

  • Page 68: Track   S Avings

    Foundation   c an   t rack   y our   e nergy   c onsumption   a s   i t   c hanges   o ver   a   p eriod   o f   u p  ...

  • Page 69: Energy   S Ettings

    Foundation   U ser   G uide     4.7 Energy   S ettings   The   E nergy   S ettings   m enu   i s   a vailable   f rom   t he   E nergy   h ome   s creen.    ...
  • Page 70 Foundation   U ser   G uide       5. Press   t he   U p   p   o r   D own   q   b utton   t o   h ighlight  ...
  • Page 71 Foundation.   W hen   y ou   m anually   e nter   t he   p rice   a nd   r ate   i nformation,   t he   p rice   i n   t he  ...
  • Page 72 Foundation   U ser   G uide     4.7.3 Load   I nformation   f or   Y our   H VAC   E quipment   You   c an   e nter   d etailed   i nformation   a bout   y our   h eating   a nd   c ooling   s ystem   t hat   e nables   F oundation   t o  ...
  • Page 73 Foundation,   y ou   c an   r etrieve   t he   l ast   m essage   t hat   y our   e lectricity   p rovider   s ent,   a s   l ong  ...
  • Page 74 Foundation   U ser   G uide     4.7.5 Reset   t he   D ata   U sed   f or   C onsumption   I nformation   a nd   T rack   S avings  ...

  • Page 75: Error   M Essages

    Foundation   d isplays   a   m essage   w hen   c ertain   k inds   o f   s ervice   a re   r equired.   T he   m essage   d isplays  ...

  • Page 76: Brown   O Ut   M Essage

    Foundation   d isplays   t he   m essage   “ Please   C hange   F ilter”   o n   t he   s cheduled   F ilter   R eminder   d ate.   T he  ...
  • Page 77   Foundation   d isplays   t he   d ate   o f   t he   n ext   s cheduled   filter   r eminder,   w hich   i s   c alculated   b ased   o n   t he  ...

  • Page 78: Heat   P Ump   M Essage

    Foundation   d isplays   t he   m essage   “ Heat   P ump   F ault”   w hen   y our   h eat   p ump   n eeds   t o   b e  ...

  • Page 79: Configuration   E Rror   M Essage

    Foundation   d isplays   t he   c onfiguration   e rror   m essage   w hen   t here   i s   a n   e rror   w ith   y our   t hermostat.  ...

  • Page 80: Installation

    Foundation   U ser   G uide     6 Installation   6.1 Installer   S etup   M enu   The   I nstaller   S etup   m enu   i s   a vailable   f rom   t he   T hermostat   h ome   s creen.  ...
  • Page 81 Foundation   U ser   G uide     6.1.1 Equipment   S ettings   The   E quipment   S ettings   s pecify   t he   e quipment   t ype   a nd   t he   n umber   o f   h eating   a nd   c ooling   s tages.   T he  ...
  • Page 82 Foundation   U ser   G uide     6.1.1.2 Heat   P ump   E quipment   S ettings   Equipment   Options   Default   Setting   REV.   V ALVE   Reversing   o r   C hangeover   v alve:  ...
  • Page 83 Meter   D ata   C ollector   ( Models   F Z100C   a nd   F Z100CF   o nly)   Foundation   c an   r eceive   i nformation   a bout   e nergy   c onsumption   f rom   t he   o ptional   M eter   D ata   C ollector.  ...
  • Page 84 Foundation   U ser   G uide     6.1.4 Pager   M odule   ( Model   F Z100   a nd   F Z100CF   o nly)   The   o ptional   p ager   m odule   a llows   y our   e lectricity   p rovider   t o   c ommunicate   w ith   F oundation   r emotely.      ...
  • Page 85 Foundation   i s   p rogrammed   w ith   t wo   l evels   o f   p assword   p rotection:   t he   I nstaller   P assword   a nd   t he  ...
  • Page 86 Foundation   U ser   G uide     3. Press   t he   U p   p   o r   D own   q   b utton   t o   h ighlight  ...
  • Page 87 Foundation   U ser   G uide     6.1.7 Reset   You   c an   r eset   y our   t hermostat   a nd   u ser   c onfiguration   s ettings   t o   f actory   d efault   s ettings.   T he   R eset  ...
  • Page 88 Foundation   U ser   G uide     The   f ollowing   t able   s hows   t he   d efaults   f or   t he   T hermostat   m ode:   Section  ...
  • Page 89 Foundation   U ser   G uide     The   f ollowing   t able   s hows   t he   d efaults   f or   t he   E nergy   m ode:   Section  ...

  • Page 90: Foundation   T Hermostat   W Iring

    Foundation   U ser   G uide     6.2 Foundation   T hermostat   W iring   The   f ollowing   d iagram   s hows   t he   b ackplate   o f   t he   F oundation   t hermostat.  ...
  • Page 91 Foundation   U ser   G uide     6.2.2 Heat   P ump   W iring   The   f ollowing   a re   t he   g eneral   w iring   c onnections   f or   a   h eat   p ump.  ...

  • Page 92: Optional   A Ccessories

    Wall   P late:   U se   t o   c over   h oles   i n   t he   w all.   Foundation   i s   a lso   c ompatible   w ith   m any   c ommercially   a vailable   o utdoor   t emperature   s ensors.   E nergate  ...

  • Page 93: Taking   C Are   O F   Y Our   F Oundation

    Foundation   U ser   G uide     8 Taking   C are   o f   Y our   F oundation   8.1 Removing   F oundation   f rom   t he   M ounting   B racket  ...

  • Page 94: Replacing   T He   B Attery

    Foundation   U ser   G uide     8.2 Replacing   t he   B attery   The   b attery   s lot   i s   l ocated   o n   t he   b ack   o f   F oundation.   F oundation   u ses   a   C R-­‐2032   b attery.  ...

  • Page 95: Re-­-Attaching   F Oundation   T O   T He   M Ounting   B Racket

    Foundation   U ser   G uide     8.3 Re-­‐attaching   F oundation   t o   t he   M ounting   B racket   1. Rest   F oundation   w ith   t he   b ottom   g roove   t hat   i s   h ooked   t o   t he   b ottom   t ab   o f   t he   m ounting  ...

  • Page 96: Impact   O F   P Ower   O Utages

    Foundation   U ser   G uide     9 Impact   o f   P ower   O utages   In   t he   e vent   o f   a   p ower   f ailure,   F oundation   r etains   t he   d ate   a nd   t ime   i nformation   ( if   a   b attery   i s  ...

  • Page 97: End-­-Of-­-Life   &   S Afe   D Isposal

    Foundation   d oes   n ot   r equire   a ny   s pecial   a ction   f or   d isposal.   H owever,   a s   w ith   a ny   e lectronic  ...

  • Page 98: Technical   S Pecifications

    Foundation   i s   d esigned   t o   c ontrol   t emperature   a nd   t o   o ptimize   c ost   a nd   c omfort   l evels   i n  ...

  • Page 99: Product   C Onformity

    Foundation   U ser   G uide     11.2 Product   C onformity   This   e quipment   i s   R oHS   c ompliant.   This   d evice   c omplies   w ith   p art   1 5   o f   t he   F CC   R ules.   O peration   i s   s ubject   t o   t he   f ollowing   t wo   c onditions:  ...

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