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TrickleStar TS2301, User Manual

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45

Taking Ownership of a Water Heater Controller Registered to a Different User

TrickleStar Portal identifies different Water Heater Controller devices using its DSN number, unique to 

each device. When a device with a particular DSN number is already registered to a user, you will not 

be able to register the same device with the same DSN number in TrickleStar Portal/App.

If you have a device registered to a different user, or you have no information about its previous owner, 

these steps will be applicable to you.

TrickleStar Portal offers steps to claim an already registered Water Heater Controller as your own, 

provided you can complete the manual identification process to confirm that you have control over the 

Water Heater Controller.

1.  Ensure that you have access to TrickleStar Portal (portal.tricklestar.com), and had already created  

  a Portal account.

2.  To begin the process, click “Devices” and then click on “Add New +” in the TrickleStar Portal.

3.  Select “Wi-Fi Electric Water Heater Controller” to add a new Water Heater Controller unit. 

4.  Enter the Site Name as well as a name for the Water Heater Controller. For example, the Site  

 

  Name could be “Home” while the Water Heater Controller could be named “Basement Heater”.

5.  The “Ready to Connect” page will then be shown:

Summary of Contents for TS2301

Page 1: ...User Manual TS2301 Wi Fi Electric Water Heater Controller ...

Page 2: ...Device Info 20 Miscellaneous Tabs 21 5 Using the Portal 22 Understanding the Icons 23 Using the Icons on the Left Column 24 On the Dashboard Page Home Page 25 On the Devices Page 26 Adding a new Water Heater Controller 27 On the Control Page 35 On the Energy Usage Page 37 On the Schedules Page 38 On the Settings Page 39 On the Sensors Page 41 On the Services Page 42 On the Vacation Page 43 On the ...

Page 3: ...rom a summarized report found in your TrickleStar Portal account If you have any inquiries about TrickleStar products or need technical support visit our website for tutorials videos and Frequently Asked Questions FAQ You can also contact us by email or phone Instruction Videos If you want to see the Installation Instructions as videos visit our YouTube channel https www youtube com user TrickleSt...

Page 4: ...l which is also mobile browser friendly the TrickleStar App App on your smartphone This User Manual will guide you through the Water Heater Controller features using the Water Heater Controller Portal and App You can check the list of features and the location from which to perform the features by referring to Feature List from pages 59 to 62 Water Heater Controller Portal Portal Mobile App John N...

Page 5: ...5 Water Heater Controller User Interfaces sensor 1 sensor 2 CTA 2045 B connectivity load power connectivity indicator load indicator power button sensor 1 port sensor 2 port CTA 2045 B port Fig 5 A ...

Page 6: ... with part 15 of FCC Rules and Industry Canada s license exempt RSSs Operation is subject to the following two conditions 1 this device may not cause harmful interference and 2 this device must accept any interference received including interference that may cause undesired operation Le présent appareil est conforme à la partie 15 des règles de la FCC et aux normes des CNR d Industrie Canada appli...

Page 7: ... to the Water Heater Controller Lights up in green The Water Heater Controller is connected to Wi Fi but there is no demand response activity Lights up in blue The Water Heater Controller is connected to Wi Fi and there is demand response activity Flashes in green The Water Heater Controller has not been connected to Wi Fi via the Portal or there is a connectivity error load Does not light up The ...

Page 8: ...er Controller This section explains the process of registering and controlling your Water Heater Controller using the TrickleStar App Download the TrickleStar App to your mobile device from the Apple App Store or Google Play Store You can also scan the following QR codes Note To use the App you need to have a Portal account If you have not created a Portal account create one at portal tricklestar ...

Page 9: ...rickleStar App please follow the steps below 1 Launch the TrickleStar App you should see the following screen if you do not have any devices added to your TrickleStar account Fig 9 A 2 Tap on the Menu icon and tap on Add New to add a new device Fig 9 B ...

Page 10: ...10 3 Select Wi Fi Electric Water Heater Controller Fig 10 A 4 Create a new site for the device For example you can name your site as Home Fig 10 B ...

Page 11: ...an name your device as Basement or Attic Fig 11 A 6 Tap on the button that corresponds to the state of the Water Heater Controller For a fresh out of the box installation it will typically be the first state of Connectivity LED blinking Fig 11 B ...

Page 12: ... upper case Fig 12 A 8 Go to the Wi Fi settings in your mobile device and connect to the Water Heater Controller s Wi Fi broadcast Note The Water Heater Controller Wi Fi broadcast should look like this WaterHeater XXXXXXXXXXXX where the 12 alphanumeric represents the MAC address of the device Fig 12 B ...

Page 13: ...ess Point interface Connect the Water Heater Controller to your Wi Fi network Next you must connect your mobile device to the same Wi Fi network Tap on Done afterwards Fig 13 A Note The Wi Fi network credentials will be saved in the Water Heater Controller s memory These credentials will not be lost even in the event the Water Heater Controller loses power ...

Page 14: ...14 10 The App may take several minutes to register the device to your account Once connected to Wi Fi the Water Heater Controller s connectivity LED indicator will be lighted in green permanently ...

Page 15: ...e Contractors must transfer ownership of the device by transferring the entire Site to the homeowner in the TrickleStar App Contractors may follow the steps below to transfer ownership to the homeowners 1 Tap on the Menu icon and select Sharing Fig 15 A Fig 15 B 2 The Site Management and Sharing page will be shown Tap on Ownership tab ...

Page 16: ...ner has already created a Portal account Enter the homeowner s email address to the Email field and select the Site to transfer Tap on Add Note Once accepted all devices under the selected Site will be transferred to the homeowner s account Fig 16 B ...

Page 17: ...email address The homeowner will have to log into the TrickleStar App and accept the ownership transfer request Fig 17 A 6 Once the ownership transfer request has been accepted by the homeowner the contractor will lose all control over the device permanently ...

Page 18: ...g at a different network Cloud or same network LAN with the Water Heater Controller Turn on or off the water heater Note If you have registered more than one device in your Site tap on the device to access the respective Devices page If you have more than one Site in your TrickleStar account you need to first select the desired Site and then tap on the device to access the Devices page The graphic...

Page 19: ...e water heater on off according to the different times of the day for all 7 days in a week Tap on the Add Schedule icon to add a new schedule event or tap on existing schedules to edit or delete them Fig 19 A Fig 19 B Note You only need to configure the start time of each event and it will remain in effect until the next scheduled event You can schedule up to 6 events in a day ...

Page 20: ... about the Water Heater Controller as well as to set the advanced settings for the unit Tap on the icon To Show the status of your water heater Show the status of your connected sensors Show the energy usage and energy cost for a specific period Show the information for your device Show the settings for Alerts and Reminders Change the Advanced Settings for the Water Heater Controller Fig 20 A ...

Page 21: ...ected devices If you have multiple sites it will show all Site names Tap on your desired Site it will show all connected devices in that Site Update your vacation settings and enable disable the vacation schedule Check and delete your messages View or change the General Settings including Geofence settings only for Thermostat Check the App s version and to access the TrickleStar Website Privacy Po...

Page 22: ...ntrol and setting elements and is synchronized with the TrickleStar App Therefore any controls and settings that you can configure in the TrickleStar App can also be performed via the Portal You can check the list of features which the Portal can perform by referring to Feature List from pages 59 to 62 Using the Portal Note If you have not created a Portal account create one at portal tricklestar ...

Page 23: ...by the Portal the App or utilities for DR and ToU integrations For example Click on the Messages icon to see all messages Your Portal account name is shown at the top right corner of the Portal Clicking on the name will reveal a dropdown menu showing the Account Sharing and Sign Out icons For example You can change your Account Settings in the Account icon Clicking on the Sharing icon takes you to...

Page 24: ...onnected devices and to change the settings Show your connected devices so that you can select and change the settings for each device Update your vacation details and to enable disable the vacation schedule for your connected devices Define the boundary of your geofence Only available for the TrickleStar Smart Thermostat Integrate with Amazon Alexa or Google Home Fig 24 A ...

Page 25: ... On the Dashboard Page Home Page 1 Select Dashboard to show the basic settings for your connected devices 2 Click on the device to access the Device control page where the settings can be changed Fig 25 A ...

Page 26: ...settings can be changed 3 Switch on or off your water heater by clicking on the On Off slider button You may also click on the icons from the available actions 4 Delete device s by checking the checkbox in front of the device and clicking Delete You may delete more than 1 device at a time 5 Click Add New to add a new device to your TrickleStar account ...

Page 27: ...27 Fig 27 A Fig 27 B Adding a new Water Heater Controller 1 At the Devices page click Add New to add a new Water Heater Controller 2 Select Wi Fi Electric Water Heater Controller ...

Page 28: ...sting site or create a new site and enter the Site Name Then click Next 4 Create a name for the Water Heater Controller that you are adding Choose a short name that is easy to pronounce and avoid cryptic names like WHC 01 Then click Next ...

Page 29: ... At the Ready to Connect page click the button that corresponds to the state of your Water Heater Controller For a fresh out of the box installation it will typically be the first state of Connectivity LED blinking ...

Page 30: ...30 6 Enter the device DSN into the text field The DSN is case sensitive and all alphabets must be in upper case Then click Next Fig 30 A ...

Page 31: ...our computer You will see the Water Heater Controller in Access Point mode which is identified as WaterHeaterTS2301 XXXXXXXXXXXX where X is the 12 digit MAC address Select the Water Heater Controller that you are adding based on the MAC address Then click Next ...

Page 32: ... connect the Water Heater Controller to your preferred Wi Fi network If the available Wi Fi networks window is not displayed automatically click on the button labelled Here to open a web browser tab for the connection window Fig 32 A ...

Page 33: ...ecting the Water Heater Controller to your Wi Fi network connect your computer to the same Wi Fi network that you selected for the Water Heater Controller Then click Done at the bottom of the page to complete the registration ...

Page 34: ...34 10 The App may take several minutes to register the device to your account Once connected to Wi Fi the Water Heater Controller s connectivity LED indicator will be lighted up permanently in green ...

Page 35: ... the Devices page will bring you to this page Select the category to access the different functions as shown in the table that follows On the Control Page Note The orange graphics on the page show the real time power consumed by the water heater ...

Page 36: ... edit delete a scheduled event Settings Change the Safety Minimum Low Temperature Setpoint enable disable Boost and Boost duration settings Sensors Show information of the connected sensors Services Change the settings for Alerts and Reminders Mode Turn on off the water heater Boost Turn on the water heater for a specific duration When Boost is activated schedules will not be executed ...

Page 37: ...37 Fig 37 A 1 Click on the dropdown arrow to select the energy usage period to view the collected data The available options are Past week Month to date and Year to date On the Energy Usage Page ...

Page 38: ...ecify the schedule s applicable day s time and water heater mode on or off 2 You may also click on any existing schedule to edit or delete it Fig 38 A Note You only need to configure the start time of each event and it will remain in effect until the next scheduled event You can schedule up to 6 events in a day ...

Page 39: ...he measured temperature rises above this setpoint All schedule or manual override using the Portal App Power button are not allowed 2 Enable or disable Boost function on the Water Heater Controller and set its duration If enabled Boost can be activated from the Portal or App s control page Note When Boost is activated no schedule will be executed throughout the boost duration Manual override using...

Page 40: ...rk if the Wi Fi password has been changed or if you want to connect the Water Heater Controller to another Wi Fi network 5 Set the time zone of your Water Heater Controller You can also use the time zone specified in General Settings by checking the Use General Settings checkbox Fig 40 A ...

Page 41: ...t the cold water inlet pipe The flood sensor shows if water leak is detected When leak is detected the water heater will be turned off and a water leak icon will be shown on the Portal and App s control page TrickleStar App will also prompt a notification to the smartphone Fig 41 A Fig 41 B ...

Page 42: ... temperature falls below this setpoint Note Check the checkbox to synchronize the setting with the Safety Minimum Low Temperature Setpoint 2 Set a maintenance reminder to check on your water heater system Select the duration accordingly and the TrickleStar App will prompt a notification to the smartphone on the date shown in brackets Fig 42 A Fig 42 B ...

Page 43: ...43 On the Vacation Page 1 Select Vacation to update your vacation schedule for your connected devices 2 Update your vacation details and enable disable the vacation schedule Fig 43 A ...

Page 44: ...44 On the 3rd Party Integration Page 1 Select 3rd Party Integration to integrate with Amazon Alexa or Google Home 2 Click Configure accordingly to integrate with your preferred 3rd party system Fig 44 A ...

Page 45: ...tal offers steps to claim an already registered Water Heater Controller as your own provided you can complete the manual identification process to confirm that you have control over the Water Heater Controller 1 Ensure that you have access to TrickleStar Portal portal tricklestar com and had already created a Portal account 2 To begin the process click Devices and then click on Add New in the Tric...

Page 46: ...lease call our Customer Service if you are unable to locate the DSN number 8 If your Water Heater Controller is in state 1 follow the instructions to connect the device to your Wi Fi network Otherwise if your Water Heater Controller is in state 2 it is already connected to your Wi Fi network so the Portal will skip to the next step 9 The following window will be prompted when the Portal detected t...

Page 47: ...47 10 The Portal will then show the following page to begin the manual identification process Click Next ...

Page 48: ...nual identification process the Portal will prompt you to reset the Water Heater Controller to verify that you have control over the physical Water Heater Controller unit Follow the instructions and click Next to continue ...

Page 49: ...49 12 Connect to the Water Heater Controller s Wi Fi broadcast and click Next ...

Page 50: ...50 13 Connect the Water Heater Controller to your Wi Fi network and click Next ...

Page 51: ...51 14 Occasionally the Portal may prompt the following message requesting you to restart the identification process Click OK to close the window ...

Page 52: ...52 15 Click Restart to restart the manual identification process ...

Page 53: ...53 16 Repeat the process Once it is completed the following page will be shown You have now successfully claimed ownership of the Water Heater Controller unit to your account in the TrickleStar Portal ...

Page 54: ... Controller Then follow the instruction guide All settings will be deleted and the Water Heater Controller will reset to factory default settings Wi Fi Network Reset If you have changed to or added a new network and you want to reset your Wi Fi network for the Water Heater Controller perform a Wi Fi Network Reset At the Portal select Devices Device Name Settings Device Info icon Connected Network ...

Page 55: ...eater Controller After the new firmware is installed your Water Heater Controller will restart and reconnect to the Portal and App automatically Firmware Update Note The firmware update cannot be initiated on the Water Heater Controller and it cannot be canceled or postponed ...

Page 56: ...Controller with a clean cloth Cleaning the Water Heater Controller Note Do not spray any water or liquid directly onto your Water Heater Controller Do not use soap or any type of cleaning chemicals on your Water Heater Controller ...

Page 57: ...lect the changes on the Portal or App This is not a malfunction Refresh the Portal or App as follows For Portal Refresh the browser For App Select Sync If you want to reset your Water Heater Controller to factory default perform a Factory Reset by referring to pg 36 If you have changed to or added a new network and you want to reset your Wi Fi network for the Water Heater Controller perform a Wi F...

Page 58: ...d on the Water Heater Controller packaging Note the DSN number is case sensitive Check if your mobile devices are connected to Wi Fi Your Water Heater Controller may be installing a new firmware update When the firmware installation is complete you will be reconnected to the Portal and App automatically If the problem persists you can refer to the Frequently Asked Questions FAQ section on our webs...

Page 59: ... so that you can find the features you want easily Available Not available Available Not available Features Water Heater Portal App Controller Basic Features Factory Reset Advanced Features Advanced Features Dashboard General Settings Message Settings Receive System Notifications Receive Schedule Events Receive DR Events Receive Device Errors and Warnings Receive Configuration Events Power Setting...

Page 60: ...ring Site Management Delegation Ownership Transfer Wi Fi Electric Water Heater Controllers No of Device Outdoor Temp Location Current Temperature hi temperature lo temperature Water Heater Controller Device List Online Offline Temperature Schedule Energy Usage Devices Delete Add New Show Search 23 23 25 25 25 26 21 ...

Page 61: ...chedule Event Settings Temperature Settings Safety Minimum Heat Temperature Setpoint Boost Settings Boost Enabled Boost Time Information and Time Zone Device Information MAC Address Serial Number Device Name Firmware Version Type of Connection Connected Network SSID LAN IP Address Registration Date Device Location Time Zone 26 26 26 26 18 20 20 19 ...

Page 62: ...r Heater Portal App Controller Sensors Temperature Sensor Flood Sensor Services Low Temperature Alerts Temperature Setpoint Vacation Vacation dates Devices Status 3rd Party Integration Amazon Alexa Google Home 43 44 21 ...

Page 63: ...espective owners The information in this document is subject to change without notice TrickleStar assumes no responsibility for any errors that may appear in this document For technical support go to Website www tricklestar com Email customer service tricklestar com Toll Free 1 888 700 1098 Rev 13 20 Jul 2022 www tricklestar com ...

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