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Ecobee IM-STAT-203-R1 SMART Thermostat

Ecobee-IM-STAT-203-R1-SMART-Thermostat-PRODUCT

GETTING STARTED

Welcome
Thank you for supporting ecobee, the Smart Thermostat
that provides your customers with freedom and flexibility in managing their home environment.
The ecobee Smart Thermostat has been designed in partnership with HVAC contractors to ensure the installation process is simple and efficient. 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 ecobee Smart Thermostats in your Contractor Portal.
The ecobee Team
Technical support
Our technical support team is available to answer your questions at 1.877-9-ecobee (1.877.932.6233), or via email at [email protected].

Before You Begin
This product is intended to be installed by trained service professionals
This manual explains the procedures for installing the ecobee Smart Thermostat. Please read it carefully before beginning the installation.
For information on how to operate the ecobee Smart Thermostat, please see the ecobee User’s Manual.
The ecobee Smart Thermostat consists of two parts (see images below):

  1. A Smart Thermostat to be mounted on the homeowner’s wall.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.1
  2. An Equipment Interface Module This should be mounted in the homeowner’s utility room and connects to the heating, cooling and ventilation equipment.
    Caution: Disconnect electric power to the 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 please contact your local waste-management authority for disposal instructions. Do not discard the old product in the regular trash.

 

HVAC System Compatibility information e

cobee is designed to operate low-voltage heating and cooling systems. It is not designed for use with linevoltage or millivolt heating and cooling systems. ecobee supports control of up to four heating stages and two cooling stages. It also supports control of humidifiers, dehumidifiers, heat-recovery ventilators and energy-recovery ventilators.

Equipment Description

Approvals

This product was designed and built in accordance to RoHS directive 2002/95/EC and contains no hazardous substances as defined by this directive. Optional Power supply meets EPA C.E.C Level IV and E.C CoC No Load power consumption requirements. It is also safety-approved to UL/cUL standards.

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 instruction manual, 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 off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

To satisfy FCC/IC RF exposure safety requirements, a separation distance of 20 cm or more should be maintained between this device and persons. To ensure compliance, operation at closer than this distance is not allowed.

Specifications

Temperature ranges

Humidity Range

Dimensions

Power

Wiring Specifications

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.2

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.3

Installing the Smart Thermostat

There are five steps to installing the ecobee Smart Thermostat

  1. Step 1: Install the Equipment Interface.
  2. Step 2: Wire the Equipment Interface.
  3. Step 3: Install the Smart Thermostat.
  4. Step 4: Connect the Smart Thermostat to the Equipment Interface.
  5. Step 5: Power up both devices.

Installing the Equipment Interface
To install the Equipment Interface:

  1. In the homeowner’s utility room or basement, select a suitable location either on a wall or on the cold air return plenum. Make sure the surface is relatively flat and, if you are using a power adaptor, make sure there is an electrical outlet within five feet of where you plan to mount the device.
  2. Remove the front cover of the Equipment Interface. If necessary, Insert a flat-head screwdriver into one of the slots as shown below, and gently twist the screwdriver.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.4
  3. Place the back of the enclosure on the intended mounting surface and use it as a template to mark the location of the mounting holes, as shown below. Insert a screwdriver into one of the two slots and twist gently.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.5
  4. Move the back of the enclosure out of the way and make the holes where indicated in step 3. The mounting holes can accommodate a #6 pan-head screw.
  5. Use drywall plugs or other screw anchors (not included) to ensure the Equipment Interface can be mounted securely.
  6. Fasten the backplate to the wall using the appropriate screws (not included).

Wiring the Equipment Interface

To wire the Equipment Interface:

  1. Disconnect the power to the heating and air conditioning equipment.
  2. Disconnect the wires going to the existing Thermostat.
  3. Using the wiring diagrams on pages 9-14, connect the heating or air conditioning equipment to the Equipment Interface.
  4. Do not apply power until you have installed and connected the Smart Thermostat. (see instructions on page 15-18)
  5. Do not install the front cover on the Equipment Interface at this point.

Wiring Diagrams
Below are the Equipment Interface Terminal Labels
Please take note that there is a factory-installed jumper between R/H and R/C

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.6 Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.7 Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.8

Installing the Smart Thermostat

The ideal location for the Smart Thermostat is approximately five feet (1.5m) above floor level in the main living area.
Do not install the Smart Thermostat:

To Install the Smart Thermostat:

  1. Remove the front cover of the Smart Thermostat,  insert a flat-head screwdriver into one of the slots as shown below and gently twist the screwdriver.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.9
  2. Place the Smart 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.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.10
  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.
  5. Use drywall plugs or other screw anchors (not included) to ensure the Smart Thermostat can be mounted securely to the wall.
  6. Fasten the backplate to the wall using the appropriate screws (not included).

Connecting the Smart Thermostat to the Equipment Interface
Only four wires are needed to connect the Smart Thermostat to the Equipment Interface. If you are replacing a Thermostat, you can use the existing wiring.
Note: Ensure any unused wires do not have exposed bare copper conductors.
Follow these steps to connect the Smart Thermostat to the

Equipment Interface:

    1. Connect the wires between the Smart Thermostat and Equipment Interface as shown below.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.11
    2. Attach the front cover of the Smart Thermostat to the backplate. Ensure the four pins on the circuit board mate with the terminal block on the backplate as shown below.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.12

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.13

The Thermostat comes with a factory installed, coin cell battery. When replacing the battery ensure the + side of the battery is facing out and the battery contacts remain in the upright position (not bent underneath the battery). The battery should snap in easily.
Connecting Power
Once you’ve completed the wiring of the Smart Thermostat and Equipment Interface, you can apply power to the Equipment Interface and restore power to the heating and air conditioning equipment.
There are two methods of powering the Smart
Thermostat. You can power it directly from a 24VAC source capable of at least 3VA.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.14
The second method requires the optional 120V to 12Vdc power adaptor. Plug the power supply into a standard electrical outlet and plug the barrel connector into the Equipment Interface.Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.15

Equipment Interface Status LED

The Equipment Interface has four LEDs to display the status of the system.
If you’ve wired the system correctly, only the Power LED should be on.

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.16

The LEDs operate as follows:

Navigating the Smart Thermostat
Once the Smart Thermostat and Equipment Interface are powered up and working correctly, you can begin configuring the system.
The Smart Thermostat uses touchscreen 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.

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.17When 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 without saving 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 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 Smart Thermostat

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 HVAC equipment intended to be connected to the Equipment Interface. Simply answer the questions accordingly 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
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

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.

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

Staging Method of Operation
The ecobee Smart 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 the 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.
Accessory relays
Accessory relays are generic relays that can be configured to control the following;

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

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

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.

Temp 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 located 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.

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 allows you to configure the detector inputs on the Equipment Interface. This can be used to connect optional flood sensors, or other leak-detection devices. Once an input has been triggered, it will generate an alert on the touch screen and send an e-mail if the Thermostat has been registered with a web portal. Each input can be configured as normally open, where a short-circuit between the IN1+ and IN1 will activate the alert, or normally closed, where an open circuit will activate the alert.
To activate any input, select the input and program a name. To deactivate the input, simply delete the name.
Setting Up the Remote Sensor Inputs (requires optional EB-RSM)
To enable, simply enter a name for this input (i.e. Door sensor). To disable this input delete the name assigned.

Type
This defines the type of input.

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
This section allows you to enter your contact information. It will be displayed to the homeowner in the About menu, when any alert is shown on the touch screen and in his personal web portal. You can enter your:

If you are a registered ecobee contractor, you will have access to your Contractor portal. In this portal, you can enter the serial number of each ecobee Smart Thermostat you install. Once your registered Thermostats are connected to the Internet, your contact information, including your company logo, will be automatically loaded onto them.

Configuring reminder alerts
The Reminders list displays the reminders and alerts described below. Use the scroll bar at the right of the list to see all the settings.

Ecobee-IM-STAT-203-R1-SMART-Thermostat-FIG.20

HVAC Maintenance
The Maintenance reminder generates an alert telling the homeowner that regularly scheduled maintenance is required.
This alert, along with your contact information (if you programmed the information into the system), will be displayed on the touch screen. If the homeowner enrolls with www.ecobee.com, this reminder will be emailed to them and will also appear in their web portal.

Select this item to turn the reminder on or off, to show the date of the last service and to set a reminder interval between 1 and 12 months.

List of Alerts

Below is a complete list of alerts. Depending on your configuration, some of these may not apply to your system.

3-Year Limited WarrantY

ecobee warrants that for a period of three (3) years from the date of purchase by the consumer (“Customer”), the ecobee Smart Thermostat (excluding battery) (the “Product”) shall be free of defects in materials and workmanship under normal use and service. During the warranty period, ecobee shall, at its option, repair or replace any defective Products, at no charge for labour or materials. Any replacement and/or repaired device are warranted for the remainder of the original warranty or ninety (90) days, whichever is longer.
If the product is defective, call Customer Service at 1-877-9-ecobee. ecobee will make the determination whether a replacement product can be sent to you or whether the product should be returned to the following address: ecobee Customer Service, 477 Richmond Street West, #210, Toronto, ON M5V 3E7, Canada. In the event of a failure of a Product, Customer may:

This warranty does not cover removal or reinstallation costs and shall not apply if the damages were found to be caused by something other than defects in materials or workmanship, including without limitation, if the Product:

ecobee’s sole responsibility shall be to repair or replace the Product within the terms stated above. ECOBEE SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE OF ANY KIND, INCLUDING ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING, DIRECTLY OR INDIRECTLY, FROM ANY BREACH OF ANY WARRANTY, EXPRESS OR IMPLIED, OR ANY OTHER FAILURE OF THIS PRODUCT. Some US states and Canadian provinces do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you.

ecobee’s responsibility for malfunctions and deffects in materials and workmanship is limited to repair and replacement as set forth in this warranty statement. All express and implied warranties for the product, including but not limited to any implied warranties and conditions of merchantability and fitness for a particular purpose, are limited to the three-year duration of this limited warranty. No waaranties, whether express or implied, will apply after the limited warranty period has expired. Some US states and Canadian provinces do not allow limitations on how long an implied warranty lasts, so this limitation may not apply. ecobee neither assumes responsibility for nor authorizes any other person purporting to act on its behalf to modify or to change this warranty, nor to assume for it any other warranty or liability concerning this product.

so this mitation may not apply. ecobee neither assumes responsibility for nor authorizes any other person purporting to act on its behalf to modify or to change this warranty, nor to assume for it any other warranty or liability concerning this product. This warranty gives you specific rights, and you may also have other rights which vary from jurisdiction to jurisdiction. If you have any questions regarding this warranty, please write ecobee Customer Service, 477 Richmond Street West, #210, Toronto, Ontario M5V 3E7, Canada.

Reference

Download Manuals:

Ecobee IM-STAT-203-R1 SMART Thermostat Installation Manual

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Ecobee IM-STAT-203-R1 SMART Thermostat Installation Manual

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