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Ecobee EMS Si Manual Download Page 51

CONFIGURING YOUR 

EMS Si

This section describes how configure the 

personal preferences, temperature settings, and 

operation of your EMS Si. There are three key 

steps:

   Configure Personal Preferences
   Set up Reminders and Alerts
   Create your Weekly Schedule

Note: You can also configure your EMS Si from 

your personalized Web Portal. Simply open a web 

browser, go to ecobee.com, and log in.

Configuring Personal 

Preferences

The Preferences menu has settings for 

personalizing your EMS Si.

Name

You can customize the name of your EMS Si to 

suit your needs (i.e. Main Floor). This is useful 

if you have multiple systems or zones. You can 

view and edit your EMS Si name in the About 

menu on your EMS Si and also in your online 

Web Portal. 

Temperature Display 

Select 

Temperature Display 

to select Fahrenheit 

(°F) or Celsius (°C).

To configure personal 

Preferences:

From the Home screen,  

press 

MENU

.

Select 

Settings

 

▶

 

Preferences

.

Adjust each option to your 

personal preferences.

46

Summary of Contents for EMS Si

Page 1: ... 2012 ecobee 477 Richmond Street West 210 Toronto Ontario M5V 3E7 Canada Toll free 1 877 932 6233 www ecobee com MA EMSSi 01 rev1 ...

Page 2: ...EMS Si Manual ...

Page 3: ...er Off HVAC Equipment 7 Step 2 Remove Existing Thermostat 7 Step 3 Install the EMS Si 7 Step 4 Connect the Wiring 9 Step 5 Power On HVAC Equipment 20 NAVIGATING THE MENUS 20 Using the Navigation Buttons 20 CONFIGURING THE HVAC SETTINGS 22 Equipment 22 Thresholds 25 Reset HVAC Equipment Settings 29 Performing a Hardware Reset 29 Rebooting the EMS Si 30 Configuring Reminders and Alerts 31 Alerts 32 ...

Page 4: ...Account 40 USING YOUR EMS Si 42 System Mode 43 Fan 43 Weather Forecast 45 Cleaning the EMS Si 45 CONFIGURING YOUR EMS Si 46 Configuring Personal Preferences 46 Utility CPP Setting 50 WiFi 52 Creating Your Weekly Schedule 53 Using the Weekly Schedule Editor 54 Scheduling a Calendar Event 55 3 YEAR LIMITED WARRANTY 57 END USER SOFTWARE LICENSE AGREEMENT 59 ...

Page 5: ......

Page 6: ...ces a building s operating costs and delivers increased energy conservation From their EMS Web Portal users can remotely monitor identify analyze and troubleshoot performance issues manage the temperature and operational settings from a central location and take action without having to send a technician on site The ecobee EMS Si can maximize any building s efficiency reduce energy consumption and...

Page 7: ...nient location Caution Disconnect electric power to the HVAC 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 contact your local waste management authority for disposal instru...

Page 8: ... Up to 2 heat and 2 cool stages on a conventional system Up to 3 heat and 2 cool stages on a heat pump system The ecobee EMS Si supports the following equipment Equipment Supported Gas Oil Electric heating Yes up to two stages Heat pump with auxiliary heat Yes up to three stages Geothermal Heat Pump Yes Dual fuel systems Yes Standard electric cooling Yes up to two stages Boilers Yes Sensors with d...

Page 9: ...unications 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 Reorient or relocate the receiving antenna Increase the...

Page 10: ...Specifications Temperature ranges Heat 45 to 79 F 7 to 26 C Cool 45 to 92 F 14 to 33 C Display 40 to 100 F 5 to 37 C Sensitivity 1 F 0 5 C Operating 32 to 130 F 0 to 55 C Humidity Range Display 20 to 90 R H Sensitivity 5 R H Operating 5 to 95 R H non condensing Dimensions Thermostat 5 5 W x 3 25 H x 1 D 139 5mm H x 82 5mm W x 25mm D Power 24 VAC 3VA minimum 5 ...

Page 11: ...W O B 1st stage heating 30V AC 3A or reversing valve changeover G Fan 30V AC 3A RC Cool transformer 30V AC 3A RH Heat transformer 30V AC 3A C Common 30V AC 3A Y2 2nd stage compressor 30V AC 3A W2 AUX 2nd stage heating or 30V AC 3A 1st stage auxiliary heat R1 Input 1 Dry contact only R1 Input 1 Dry contact only R2 Input 2 Dry contact only R2 Input 2 Dry contact only Factory jumper installed between...

Page 12: ...ing equipment Step 2 Remove Existing Thermostat Disconnect the wires to the existing thermostat and remove it from the wall if you are installing the EMS Si in the same location Step 3 Install the EMS Si The ideal location for the thermostat is approximately 5 ft 1 5 m above floor level in the main living area Do not install the thermostat Close to sources of heat such as incandescent lights Near ...

Page 13: ...ll as shown below 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 It is recommended to use the included fasteners to ensure proper fitting of the front housing 5 Use the included drywall plugs or other suitable anchors to ensure the thermostat can be mounted securely to the wall 6 Fasten the backplate to the wall us...

Page 14: ...jumper between R H and R C Ensure any unused wires do not have exposed bare copper conductors To connect the thermostat to the equipment 1 Connect the wires as shown in the wiring diagrams 2 Attach the EMS Si to the backplate Ensure that the pins on the thermostat align with the terminal block on the backplate Wiring Diagrams The following diagrams show how to connect the thermostat terminals to v...

Page 15: ...10 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX 1 stage AC C 24V Y G R W C HUM 1 stage Furnace EMS Si Thermostat Single stage heat cool ...

Page 16: ...11 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat 2 stage AC Y2 R C Y1 Y G R W C HUM 1 stage Furnace Single stage heat dual stage cool ...

Page 17: ...12 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat Y1 G W2 W1 HUM C R Y2 2 stage Furnace 1 stage AC C 24V Dual stage heat single stage cool ...

Page 18: ...13 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat Y1 G W2 W1 HUM C R Y2 2 stage Furnace 2 stage AC Y2 R C Y1 Dual stage heat dual stage cool ...

Page 19: ...14 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat O W Y Y2 C G R Air Handler 1 stage Heat Pump W2 R Y C O Single stage heat pump with auxiliary heat ...

Page 20: ...15 Y N C W O B G RC RH C Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat O W Y Y2 C G R Air Handler 2 stage Heat Pump W2 Y1 R Y2 C O Dual stage heat pump with auxiliary heat ...

Page 21: ... Y2 R1 R1 R2 R2 W2 AUX EMS Si Thermostat 1 stage AC C 24V Boiler C R W Y1 R C Y2 G Air Handler Boiler with air handler and single stage cool Remove RH RC factory jumper C terminal to be connected to heating transformer common ...

Page 22: ...2 R2 W2 AUX EMS Si Thermostat 1 stage AC C 24V 2 stage Boiler C W2 R W1 Y1 R C Y2 G Air Handler Dual stage boiler with air handler and single stage cool Remove RH RC factory jumper C terminal to be connected to heating transformer common ...

Page 23: ...1 R1 R2 R2 W2 AUX EMS Si Thermostat 2 stage AC C Boiler C W R Y1 R R C Y2 Y1 Y2 G Air Handler Single stage boiler with air handler dual stage cool Remove RH RC factory jumper C terminal to be connected to heating transformer common ...

Page 24: ...R2 R2 W2 AUX EMS Si Thermostat 2 stage AC C 2 stage Boiler C W2 W1 R Y1 R R C Y2 Y1 Y2 G Air Handler Dual stage boiler with air handler dual stage cool Remove RH RC factory jumper C terminal to be connected to heating transformer common ...

Page 25: ...right to quickly change the temperature access features and configure settings Using the Navigation Buttons The navigation buttons located on the right of the EMS Si let you select options and control the EMS Si up On the Home screen press to increase the temperature set point by 1 F 0 5 C For menus press to move up down On the Home screen press to decrease the temperature set point by 1 F 0 5 C F...

Page 26: ... available options If a menu is currently displayed pressing MENU will cancel any unsaved changes and return to the Home screen BACK On a menu screen press BACK to go back to the previous screen On Screen Keyboard If you need to type in any information an on screen keyboard will appear To enter a letter or number move to the character by pressing the arrow keys and then press OK to select it Selec...

Page 27: ...default settings If you select No the system will optimize the settings for an air to air heat pump OB energize on cool If you choose Yes the reversing valve output O B terminal will activate when there is a call for cooling If you select No the relay will activate when there is call for heat Min Cycle Off Time Configures the minimum compressor off time between cycles 240 to 900 seconds Min Outdoo...

Page 28: ...n on in addition to the heat pump The heat pump will be energized for the first 30 minutes If after 30 minutes the set point has not been met the auxiliary heat will be energized to assist the heat pump in meeting the load If you select No the heat pump will be energized for up to 2 hours If after 2 hours the set point has not been met the thermostat will shutdown the heat pump and energize the au...

Page 29: ...s helps the thermostat optimize its algorithms based on the type of fuel and typical characteristics of the chosen system Choose the option that best represents the type of heating system installed Heat Fan Control Configures the furnace fan to be controlled by the EMS Si or the HVAC system during heat cycles Normally the HVAC system controls the fan during heat cycles Air Conditioner Configures u...

Page 30: ... The delta is adjustable from 2 to 10 F 1 1 to 5 5 C The default value is 5 F 2 8 C Compressor Settings Min Cycle Off Time Configures the compressor off time between cycles This ensures the compressor does not short cycle which could affect the operating life of the system This time is adjustable from 240 900 seconds Min Outdoor Temp Configures the minimum outside air temperature at which the comp...

Page 31: ...and set temperature before the system calls for heat A smaller difference means shorter cycle times whereas a larger difference results in longer cycle times The temperature range is adjustable form 0 to 3 F 17 5 to 26 5 C in 0 5 F 0 5 C increments Heat Dissipation Time The amount of time the fan will run after the heat set point has been reached and the call for heat has been turned off Running t...

Page 32: ...e current temperature Reverse Staging If enabled the thermostat will cycle down from the higher stages so that as it approaches set point it will only be running in stage 1 The HVAC equipment will start in stage 1 As the stage 1 temperature delta is exceeded the second stage will engage Once the equipment has brought the current temperature back to within the heat or cool differential setting stag...

Page 33: ... Time Sets the minimum equipment run time in cool mode 1 to 20 min default is 5 min Heat Min On Time Sets the minimum equipment run time in heat mode 1 to 20 min default is 5 min Temp Correction Lets you program an offset between the real temperature at thermostat and the displayed temperature If you find that the temperature where the thermostat is located does not represent the room temperature ...

Page 34: ... will remain unchanged If you need to reset the entire thermostat back to its original factory default settings including user settings and registration select Reset All Settings instead Performing a Hardware Reset In rare circumstances static electricity or power surges may interrupt the operation of the thermostat forcing a hardware reset To test the equipment From the Home screen press MENU Sel...

Page 35: ...Si You can reboot the EMS Si by pressing the physical hardware reset button located through an opening in the bottom left corner of the EMS Si Rebooting will not alter programming or configuration options Reset button 30 ...

Page 36: ...l You can set the Last Service date turn the Reminder On or Off and to set the Frequency of the maintenance interval in months Furnace Filter Generates an alert for cleaning or changing the filter You can set the Last Filter Change date turn the Reminder On or Off and set the Frequency of the maintenance interval UV Lamp Sets the reminder period for cleaning or replacing the UV lamp You can set th...

Page 37: ...rtal Low Temp Alert Sets the temperature at which the thermostat will generate a Low Temperature Alert The range can be Off no alert will be generated Set temperature range of 35 to 68 F 1 5 to 20 C High Temp Alert Sets the temperature at which the thermostat will generate a High Temperature Alert The range can be Off no alert will be generated Set temperature range of 60 to 104 F 15 5 to 40 C Dis...

Page 38: ... Alert High Temp Alert Heat Not Responding Cool Not Responding Maintenance Reminder Auxiliary Heat Run Time Auxiliary Outdoor Temperature Furnace filter needs to be cleaned or changed UV lamp needs to be changed Temperature in the home is too low Temperature in the home is too high The system has failed to heat the home The system has failed to cool the home HVAC system due for regular maintenance...

Page 39: ...e correctly configured Name To enable simply enter a name for this input i e Door sensor To disable this input delete the name Type Defines the type of input only Dry Contacts are supported in this version Actions Lets you to view the current state and edit action options for a sensor To add a new action select Add New Action State Configure if the circuit contact is Open or Closed Type Select the...

Page 40: ... cleared Shut down AC The air conditioning system will shutdown and will remain shutdown until this input has cleared Adjust Temperature The heat and or cool set points will be adjusted by a preprogrammed amount It will revert back to the original set point when the input has cleared Turn On Fan The fan will be set to On It will revert back to its original settings when the input is cleared Disabl...

Page 41: ...cts the inactive state to when the system reverts back to its normal operating conditions For example if you connect a door sensor to the input and program a 5 minute deactivation delay The door will remain closed for 5 minutes before the thermostat will revert back to the normal operating condition Min Action Duration Configures the minimum amount of time the system will perform this action This ...

Page 42: ...he number of degrees that the cool set temperature will be adjusted by once an input has been activated A positive number increases the cool set point and a negative number decreases the cool set point In both cases this offset will apply to the set point temperature at the time of the activation of the input As the system switches between program periods i e occupied unoccupied etc this offset wi...

Page 43: ...and control your EMS Si Control your EMS Si from anywhere you have Internet access including smartphones and tablets Use local weather data to maximize energy savings Receive important alerts and reminders about your heating and cooling system Note To connect your system to your personalized ecobee Web Portal you must have a broadband Internet connection and a wireless 802 11 b g n WiFi home netwo...

Page 44: ... to enter a password for that network This is the password you created when the wireless router was first set up After you provide the password your EMS Si will automatically connect to the Internet A chain link on the screen indicates you have established a connection with the ecobee web servers Write down the registration code as you will need it when configuring your Web Portal account You can ...

Page 45: ...t After setting up WiFi on your EMS Si and obtaining the registration code you need to configure your Web Portal account 1 From a web browser on a PC visit www ecobee com and click on the LOGIN link 2 Click REGISTER THERMOSTAT 3 Click the EMS Si 4 Click Create a new account If you already have a Web Portal click Register to an existing account enter your email address and password and proceed to s...

Page 46: ...registering the EMS Si There are times when you may need to re register your EMS Si For example if you are a new homeowner who has just moved to a home with an existing EMS Si To re register your EMS Si reset the registration and redo the registration process To reset your registration From the Home screen press MENU Select Settings Reset Select Reset Registration Confirm the reset by selecting Ye...

Page 47: ...the EMS Si is set to Auto mode press to select the Heat setting Once you ve adjusted the temperature the screen indicates that you are currently holding the set temperature rather than running a program The EMS Si will hold the new temperature for the duration you specified in the Hold Action option during the initial setup see Hold Action on page 15 or until you press OK If you are using Auto mod...

Page 48: ...oint temperature only appears if auxiliary heat is configured Off The system is off and will only display the current temperature Fan This menu displays the current furnace fan setting On Forces the fan to run continuously regardless of the weekly schedule programming The fan will also run if the system mode is Off Auto Turns on the fan when the system is heating or cooling your home or to satisfy...

Page 49: ...to the next period Update Schedule The fan will update the current schedule with this new fan setting After the fan mode is changed and you return to the home screen the EMS Si will indicate that it is in a Hold state The temperature setting will also be set to Hold Press OK to revert the fan mode back to the weekly schedule fan and temperature settings Minimum On Time Sets a minimum amount of tim...

Page 50: ...d cooling You must register your EMS Si for this feature to operate Cleaning the EMS Si You can clean the EMS Si s screen by spraying water or any mild non abrasive household cleaner on to a clean cloth Wipe the surface of the screen with the dampened cloth Note Do not spray any liquids directly onto your EMS Si To view the weather forecast From the Home screen press MENU Select Weather Forecast P...

Page 51: ...log in Configuring Personal Preferences The Preferences menu has settings for personalizing your EMS Si Name You can customize the name of your EMS Si to suit your needs i e Main Floor This is useful if you have multiple systems or zones You can view and edit your EMS Si name in the About menu on your EMS Si and also in your online Web Portal Temperature Display Select Temperature Display to selec...

Page 52: ...e intensity when the screen is active i e when you are pushing buttons and when the display is in standby mode idle screen Select Brightness to Set the Active brightness intensity Set the Standby idle screen brightness intensity Set the minimum time the EMS Si will stay in active brightness before switching to standby brightness Hold Action Whenever you manually adjust the set temperature the EMS ...

Page 53: ...ck Save Settings In Quick Save mode your system will automatically increase in cool mode or decrease in heat mode the temperature set point by the pre configured amount Quick Save mode can only be activated from the Web Portal or from the ecobee smartphone tablet application Access Control You can protect your EMS Si so that certain features will require the user to enter a 4 digit access code Use...

Page 54: ...es 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 Once a valid code has been entered on the EMS Si access to restricted features will be allowed until the EMS Si backlight timer has expired Temperature Range You can configure the EMS Si so only a specific heat and or cool set point range is permitted Heat Tem...

Page 55: ...a random delay when there is call for heat In applications with multiple heating systems this prevents all the systems from activating at the same time thus creating a peak power demand Press or to select a delay time and then press OK 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 p...

Page 56: ... strategy to be used during Critical Peal Pricing events Absolute Temperature Set a specific heat and cool set point to be used when an event is initiated by the Utility company If the set point at the time of the event is more favorable lower in heat mode or higher in cool mode than what you have programmed the EMS Si will use the more favorable set point for the duration of the event Relative Te...

Page 57: ...work parameters Choose the network from the list or manually add a new one i e if your network does not broadcast its SSID You will then be able to view and configure the following network parameters DHCP select Disabled to use a static IP Address if unsure leave DHCP Enabled SSID Encryption WEP WEP128 WPA or WPA2 Password if encryption is used WiFi Channel IP Address and IP Subnet Gateway Primary...

Page 58: ...our building s heating and cooling equipment perform Intelligent algorithms combine weather data your HVAC equipment run times and occupancy schedules to optimize performance and maximize energy savings To view your weekly schedule From the Home screen press MENU Select Weekly Schedule Your weekly schedule is shown on the screen 53 To edit your weekly schedule Display your Weekly Schedule Press OK...

Page 59: ...e for your varying schedule you can add additional program periods in your week For example if you come home for lunch during the week or want different settings for the weekend you would simply add one of the existing periods at the allocated time and day or create a completely new one Disable a Period To disable a period entirely select the period s Time and then select Disable To add a new peri...

Page 60: ...re Heat Temperature Cool Temperature and Fan settings These settings will be remembered the next time you create a calendar event Is Occupied Select Yes if during the calendar event the building or area will be occupied 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 save energy Cool Temperature Programs the set te...

Page 61: ...at 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 fan setting In either mode the EMS Si will ensure that when your calendar event ends the EMS Si will revert to the regular settings Note If you were running your regular program prior to the start of your calendar on your return the E...

Page 62: ...epaired 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 1 877 932 6233 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...

Page 63: ...ere found to be caused by something other than defects in materials or workmanship including without limitation if the Product was operated stored in abnormal use or maintenance conditions was subject to abuse neglect electrical fault improper handling accident or acts of nature was not installed by a licensed Heating Ventilating and Air Conditioning HVAC contractor or was installed improperly eco...

Page 64: ...of and you agree to be bound by the terms and conditions of this EULA which shall govern your access and use of the software If you do not agree with the terms and conditions of this EULA your access to and use of the software will not be permitted and you may within fourteen days of the date of your purchase if the ecobee product return the software together with the product in its original packa...

Page 65: ... granted herein 3 Grant of Limited License Upon LICENSEE s use of the Product and corresponding acceptance of the terms and conditions of this EULA ecobee hereby grants to LICENSEE a limited non exclusive personal perpetual non transferable and revocable license to use the Software embedded in the Product as and to the extent described in this EULA for as long as LICENSEE complies with the terms a...

Page 66: ...ent provided for in the Product Terms of Sale in connection with purchase and sale of the Product and the Terms of Service entered into by you and ecobee if any in connection with the thermostat monitoring and data management services provided by ecobee in connection with the Product Refer to the Product Terms of Sale and or the Terms of Service associated with the Product and related services for...

Page 67: ...ENT CORRECTNESS FUNCTIONALITY RELIABILITY ACCURACY CURRENTNESS OPERATION USE OR THE RESULTS OF THE USE BY LICENSEE THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR THAT ALL ERRORS CAN OR WILL BE CORRECTED OR THAT THE SOFTWARE OR SOFTWARE DOCUMENTATION WILL MEET LICENSEE S REQUIREMENTS ALL OF WHICH ARE EXPRESSLY DENIED AND DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY LAW S...

Page 68: ...ination of this EULA for any reason 14 English Language The parties declare that they have required that this agreement and all documents related hereto either present or future be drawn up in the English language only Les parties déclarent par les présentes qu elles exigent que cette entente et tous les documents y afférents soit pour le présent ou le futur soient rédigés en langue anglaise seule...

Page 69: ...n of such provisions to persons or circumstances other than those as to which it is invalid or unenforceable shall not be affected thereby and each such provision of this EULA shall be valid and enforceable to the extent granted by law The EULA constitutes the entire agreement between the parties as it relates to the license and use of the Software and User Manual and the subject matter of this EU...

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