Aprilaire 8620W Setup guide

READ AND SAVE THESE INSTRUCTIONS
Safety &
Installation
Instructions
TABLE OF CONTENTS
Installation location recommendations.............2
Outdoor temperature sensor (included).............2
Remote temperature sensor (optional) .............3
Thermostat mounting...........................3
Power & reset options..........................4
Wiring terminal ...............................4
INSTALLATION
SETUP & TESTING
REFERENCES
WIRING DIAGRAMS
Equipment type selection switch (SW1) ............7
Installer setup menu ...........................7
Change system settings.........................7
HVAC installer system settings table ............8-9
Indoor Air Quality system settings tables..........10
Air cleaning sytem settings table ..............10
Humidifier system settings table ...............10
Dehumidifier system settings table .............11
Ventilation system settings table............11-12
Climate map for ASHRAE fresh air setup ..........12
Removal of Indoor Air Quality control buttons ......13
System test menu .........................13-14
System test tables.........................15-16
Quick reference to controls & display.............17
Troubleshooting ..............................18
Error codes ..................................19
Thermostat features ..........................19
Specifications................................20
Conventional heat/cool single transformer..........5
Conventional heat/cool two transformer ...........5
Heat pump single transformer....................5
Heat pump two transformer .....................5
Indoor Air Quality equipment – dehumidifier . . . . . . . . 6
Indoor Air Quality equipment – humidifier . . . . . . . . . . 6
Indoor Air Quality equipment – ventilation..........6
Model 8620W Thermostat with
Wi-Fi, Event-Based™Air Cleaning and
Humidity or Ventilation Control
Wi-Fi Setup ..................................2
WI-FI SETUP

2 3
INSTALLATION
INSTALLATION LOCATION RECOMMENDATIONS
Thermostat should be mounted:




Do not mount thermostat:


appliances that give off heat.


outside doors.

OUTDOOR TEMPERATURE SENSOR (INCLUDED)
Heat pump models can use the outdoor temperature to effectively utilize the heat pump:



only the heat pump will be used to provide heating.
Indoor Air Quality functions can use the outdoor temperature sensor to:




Outdoor temperature sensor should be mounted:





T2T1
S1
CI2 LS2
W2
R
RC W
I1 O/B YY2 G
REMOTE TEMPERATURE SENSOR (OPTIONAL)
A remote temperature sensor can be used for control if the thermostat is to be mounted in a concealed location
or a remote sensor can be averaged with the thermostat sensor to control a large space. An 8051 flush mount
or 8053 surface mount remote temperature sensor can be attached to the T1 and T2 terminals and mounted in a


Do not mount remote sensor:


appliances that give off heat.


outside doors.


T2T1
S1
CI2 LS2
W2
R
RC W
I1 O/B YY2 G
Outdoor temperature can be measured by attaching the included 8052 sensor to the S1 and S2 terminals. The
outdoor sensor must be enabled in the installer setup menu.
Remote temperature sensor should be mounted:




THERMOSTAT MOUNTING
1. Remove the rear mounting plate from the thermostat.
2. Pull wires through the opening on the back of the rear
mounting plate.
3. Position and level the mounting plate of the thermostat
on wall and mark the hole locations with a pencil.

(drywall only).

screws.
6. Seal wire entry holes to prevent drafts affecting
temperature readings.
INSTALLATIONWI-FI SETUP



4 5
WIRING TERMINAL
Wire specifications:
18-24 gauge thermostat wire
Installation notes:


and re-tighten.

and plug the wall opening to prevent drafts.
INSTALLATION
I1 & I2 – Indoor Air Quality control output
C– Common
O/B – Reversing valve
Y– First stage cooling (conventional) / First stage compressor (heat pump)
Y2 – Second stage cooling (conventional) / Second stage compressor (heat pump)
G– Fan
RC – 24VAC supply cooling1
R– 24VAC supply heating1
W2
W
L– System fault indicator (optional) (heat pump only)
S1 & S2 – outdoor temperature sensor (included)
T1 & T2 – remote temperature sensor (optional)
1Jumper between RC & R is used in single transformer systems (see wiring diagrams).
INSTALLATION
CI2 I1 Y O/BRC RG Y2 W2
LT
2 T1 S1 S2 W
SINGLE TRANSFORMER (USE JUMPER WIRE) TWO TRANSFORMERS (REMOVE JUMPER WIRE)
JUMPER
OUTDOOR TEMP
SENSOR
1st HEATING
1st COOLING
FAN
2nd HEATING
2nd COOLING
NOT USED
TRANSFORMER
REMOTE TEMP
SENSOR
NOT USED
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
NOT USED
2nd COOLING
2nd HEATING
FAN
1st COOLING
1st HEATING
OUTDOOR TEMP
SENSOR
COOLING
HEATING
REMOTE TEMP
SENSOR
NOT USED
TRANSFORMER
TRANSFORMER
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
SINGLE TRANSFORMER (USE JUMPER WIRE) TWO TRANSFORMERS (REMOVE JUMPER WIRE)
2nd COMPRESSOR
2nd AUX HEATING
FAN
1st COMPRESSOR
1st AUX HEATING
OUTDOOR TEMP
SENSOR
JUMPER
FAULT DETECT
REVERSING VALVE
HEAT PUMP
TRANSFORMER
REMOTE TEMP
SENSOR
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
FAULT DETECT
OUTDOOR TEMP
SENSOR
1st AUX HEATING
1st COMPRESSOR
FAN
2nd AUX HEATING
2nd COMPRESSOR
TRANSFORMER
HEAT PUMP
HEATING
TRANSFORMER
REMOTE TEMP
SENSOR
REVERSING VALVE
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
CONVENTIONAL HEAT/COOL WIRING DIAGRAMS
HEAT PUMP WIRING DIAGRAMS
POWER & RESET OPTIONS
The thermostat is powered from 24VAC. In the case of
power loss the thermostat will maintain the clock for 24
hours. The thermostat has a memory backup that saves
the thermostat settings in case of power interruption.
The reset button located under the cover on the front of
the thermostat can be used to reset the thermostat to
factory defaults. The system settings will also be set to
default.
RESET
BUTTON
90-2012

6 7
SETUP & TESTING
INSTALLER SETUP MENU
CHANGE SYSTEM SETTINGS
HOW TO ENTER THE INSTALLER SETUP MENU AND SELECT EQUIPMENT TO SETUP:


Press [MODE] to set system to OFF.
Press [MENU] to enter main menu.
Press and hold [SETUP][INSTALL
SETUP] appears.
Press [INSTALL SETUP] to enter installer setup menu.
Press or 
Press [MENU]
Press [NEXT] to select option.
Press or

Air Quality) option.
Press [NEXT] to select Outdoor Sensor setting or IAQ
(Indoor Air Quality) option.
System Settings can now be changed.
Press [NEXT] or [BACK] to page through the settings.
Press or 
Press [DONE][CANCEL]
without saving.

pressed within 60 seconds.

thermostat by pressing the [RESET] button for 5 seconds.
Note: The reset button is disabled when the thermostat
is removed from the wall for programming.
EQUIPMENT TYPE SELECTION SWITCH (SW1)
This thermostat has the option of being used in heat
pump or heat/cool systems. Switch SW1 located on the

This setting is displayed in the Installer System Settings
under Equipment Type.
Note: Thermostat reboots within 10 seconds after switch
position is changed.
Note: The I1/I2 output is a dry contact closure. The humidifier wiring diagram assumes the control is powering a
solenoid valve. The dehumidifier wiring diagram is for a normally open dry contact input. The ventilation diagram

installation instructions for product specific wiring details.
HC
HP
SW1


HC
HP
DEHUMIDIFIER WIRING HUMIDIFIER WIRING
VENTILATION WIRING
DEHUMIDIFIER
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
HUMIDIFIER
TRANSFORMER
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
NORMALLY CLOSED DAMPER
TRANSFORMER
GY2YO/BI1 WRC RW2S2LCI2 S1 T1 T2
INSTALLATION
INDOOR AIR QUALITY EQUIPMENT WIRING DIAGRAMS







8 9
System setting Description
Factory default setting (bold)
and setting range
21. Auto Changeover Time 
calls.
4 minutes
1 to 5 minutes
22. First Stage Differential First differential. 1°F (0.5°C)

23. Second Stage Differential Second stage differential. 1°F (0.5°C)

24. Third Stage Differential Third stage differential. 1°F (0.5°C)

25. Fourth Stage Differential Fourth stage differential. 1°F (0.5°C)

26. Away Enables the Away feature. The Away feature
allows the Aprilaire mobile and web apps to use
a single button press to set the thermostat to a
predefined setpoint(s). The thermostat will hold
the setpoint(s) until Away is canceled with the
app or at the thermostat.
Disable
Enable
  Disable
Enable
  3°F (1.5°C)

37. Stage Rate Accumulation of equipment run time in
equipment staging determination.
1 = more rapid staging of equipment (comfort).
5 = slower staging of equipment (economy).
2

run time.
38. Progressive Recovery Enable or disable progressive recovery. Disable
Enable
 Outdoor temperature low balance point.
Note: This option is only available if the outdoor
sensor is enabled.
20°F or -8°C


 Outdoor temperature high balance point.
Note: This option is only available if the outdoor
sensor is enabled.
65°F or 14.5°C


41. Program Format Enables the 7 day program. 7-Day

42. Reset Service Reminders Clears the Change Air Filter and HVAC and
Dehumidifier Service reminders if they are active
and resets the start date to the current date.
Clears the Change Water Panel reminder if it is

will be reset.
No
Yes
43. HVAC Service Reminder The period for displaying the “HVAC Service

Off

 
24VAC is present.
Disable
Enable
 Set the active backlight intensity.
Note: The minimum setting is 40% when

100 Percent
0 to 100 Percent
SETUP & TESTING
HVAC INSTALLER SYSTEM SETTINGS TABLE (CONTINUED)
SETUP & TESTING
The following table contains the system settings and their details. Default settings are shown in bold. Some settings
are only available dependent upon the value of other settings.
HVAC INSTALLER SYSTEM SETTINGS TABLE
System setting Description
Factory default setting (bold)
and setting range
01. Equipment Type Equipment type set by SW1. Heat/Cool
Heat Pump
02. Temperature Scale Set the thermostat to Fahrenheit or Celsius
mode.
Fahrenheit
Celsius
03. Reversing Valve  O – On in cooling

04. Control Setup 
Note: Only available if Equipment Type is set to
Heat/Cool.
Heat and Cool
Heat Only
Cool Only
05. Heat/Cool: Cooling Stages
Heat Pump: Compressor
Stages


One
Two
06. Heat/Cool: Heating Stages

Stages


One
Two
07. Heat/Cool: Fan Control
in Heating

Equipment Type
Heat/Cool: Determines if the thermostat or
equipment controls the fan in heating.

Gas/Oil Heat (equipment controls fan)
Electric Heat (thermostat controls fan)
  Disable

  Disable

10. Temperature Sensor Offset 
sensor(s).
0° (no offset applied)

11. Humidity Offset  0 (no offset applied)

12. Auto Changeover Enable or disable auto changeover mode. Disable
Enable
13. Deadband Auto Changeover mode deadband. 3°F (1.5°C)

14. Remote Sensor 

with the built-in sensor. If the remote sensor is
the primary control it can be configured to use
the built-in sensor as a back-up sensor.
Not installed
Control no backup
Control with built-in backup
Average with thermostat built-in sensor
15. Outdoor Sensor Select if outdoor sensor is attached or not. Not installed
Installed
  5 minutes
1 to 5 minutes
  2 minutes
1 to 5 minutes
  2 minutes
1 to 5 minutes

10 11
SETUP & TESTING
Dehumidifier System Settings Table
Note: Dehumidifier control can only be set to whole home if ventilation and humidification are not installed.
System setting Description
Factory default setting (bold)
and setting range
Dehumidifier Control 
other dehumidifier settings will be available.)
None (no dehumidification installed)
Whole Home
Air Conditioner
Humidity Setpoint Deadband Select the minimum difference between the humidifier
and dehumidifier setpoints. (Only available if a
humidifier is installed and dehumidifier control is set
to air conditioner. Available in both set-ups.)
10 Percent RH
10 to 20 Percent RH

Cooling
Selects if dehumidification is disabled during a cooling
call. (Only available if dehumidifier control is set to
whole home.)

Yes
Dehumidifier Forces Fan Select if dehumidification can turn on the fan. (Only
available if dehumidifier control is set to whole home.)

Yes
Dehumidifier Service
Reminder
The period for displaying the “Dehum Service

control is set to whole home.)
Off

Dehumidifier Overcooling

Selects the amount of overcooling that can occur
for dehumidification. (Only available if dehumidifier
control is set to air conditioner.)
3°F (1.5°C)

Dehumidify in Vacation

Selects if dehumidification with the air conditioner is

control is set to air conditioner.
No
Yes


Sets the lowest temperature the air conditioner will

available if dehumidifier control is set to air conditioner.)
75°F (23.5°C)

Ventilation System Settings Table
Note: Ventilation can only be installed if humidification is not installed and dehumidifier control is not set to whole home.
System setting Description
Factory default setting (bold)
and setting range
Fresh Air Vent Installed Selects if ventilation is installed.

No
Yes
Fresh Air Forces Fan Selects if ventilation forces the fan on. 
Yes
Fresh Air Setup Selects if ventilation is configured through the ASHRAE setup

time will be calculated using the ASHRAE recommendations.

determined based on the Fresh Air Time value.
Timed
ASHRAE
Fresh Air Time Selects how many minutes per hour that ventilation will be
active. (Only available if fresh air setup is set to timed.)
30 MIN/HR


Temp
Selects if ventilation is disabled if the outdoor temperature

is set to timed and an outdoor temperature sensor is installed.)
No
Yes
 Sets the high temperature limit for ventilation. (Only available if
high limit outdoor temp set to yes.)
100°F (38°C)

 Selects if ventilation is disabled if the outdoor temperature

is set to timed and an outdoor temperature sensor is installed.)
No
Yes
 Sets the low temperature limit for ventilation. (Only available if
low limit outdoor temp set to yes.)
10°F (-12°C)

 
indoor RH limit. (Only available if fresh air setup is set to timed.)
No
Yes
 Sets the high indoor RH limit for ventilation. (Only available if
high limit indoor RH is set to yes.)
60%
50% to 70%
SETUP & TESTING
The following tables contain the Indoor Air Quality system settings and their details. Default settings are shown in
bold. Some settings are only present dependent upon the value of other settings.
The use of the included outdoor temperature sensor (recommended) enables additional Indoor Air Quality functionality.



Air Cleaning System Settings Table
System setting Description
Factory default setting (bold)
and setting range
Air Cleaner Installed 
air cleaning settings will be available.)
No
Yes
Change Air Filter Reminder  Off

Humidifier System Settings Table
Note: A humidifier can only be installed if ventilation is not installed and dehumidifier control is not set to whole home.
System setting Description
Factory default setting (bold)
and setting range
Humidifier Installed 
humidifier settings will be available.)
No
Yes
 Selects auto or manual mode. Auto mode controls humidity
based on the humidity setting and outdoor temperature.

(Auto mode is only available if outdoor sensor is set to yes.)
Auto

Humidity Setpoint
Deadband
Select the minimum difference between the humidifier and
dehumidifier setpoints. (Only available if a humidifier is
installed and dehumidifier control is set to air conditioner.
Available in both set-ups.)
10 Percent RH
10 to 20 Percent RH
Humidifier Operation Selects when humidification is allowed to occur relative to
heating and fan operation.
Heat Only
Heat or Fan
Forces Fan
Change Water Panel
Reminder

displayed.
Off
1 Per Season
2 Per Season
300 Hours
600 Hours

Water Panel Reminder set
to 1 per Season)

(Change Water Panel
Reminder set to 2 per
Season)
Change Water Panel Reminder set to 1 per Season:

is displayed.
Change Water Panel Reminder set to 2 per Season:

message is displayed.
October

December
January
February

April

June
July
August
September
Second Reminder Start


message is displayed. (Only available when Change Water
Panel Reminder set to 2 per Season.)
October

December
January
February

April

June
July
August
September
INDOOR AIR QUALITY SYSTEM SETTINGS TABLES

12 13
SETUP & TESTING
Ventilation System Settings Table (continued)
System setting Description
Factory default setting (bold)
and setting range
 Selects the number of bedrooms to be used for the ASHRAE
calculation. (Only available if fresh air setup is set to ASHRAE.)
3 Bedrooms

 Selects the number of occupants to be used for the ASHRAE
calculation. (Only available if fresh air setup is set to ASHRAE.)
4 Occupants
1 to 10 Occupants
Home Size Selects the home size to be used for the ASHRAE calculation.
(Only available if fresh air setup is set to ASHRAE.)
2500 SQ FT
1000 to 5000 SQ FT
 
calculation. (Only available if fresh air setup is set to ASHRAE.)
60 CFM

Select Climate Selects the climate to be used for the ASHRAE calculation.
(Only available if fresh air setup is set to ASHRAE.) To

Normal
Very Hot/Humid
Very Cold
ASHRAE Cycle Time Displays the Fresh Air Time calculated by the ASHRAE
standard. (Only displayed if fresh air setup is set to ASHRAE.)

Fresh Air Service
Reminder

message.
Off

Note: In ASHRAE set-up temperature and humidity limits are disabled.
Note:
installation and operation.
CLIMATE MAP FOR ASHRAE FRESH AIR SETUP
VERY HOT/HUMID
VERY COLD
SETUP & TESTING
REMOVAL OF INDOOR AIR QUALITY CONTROL BUTTONS
Step 1: Verify the specific Indoor Air
Quality control feature is not
installed in the installer set-up
(see pages 10-12).
Step 2: From the home screen (see
press and hold the
Indoor Air Quality button you
wish to remove for 7 seconds.
Step 3: The message center will



Step 4: Press or to select YES.
Step 5: Press [DONE].
Step 6: The button is now removed.
Note: Once the button is removed it can be brought back by installing the corresponding Indoor Air Quality feature
(see pages 10-12).

following procedure:




SYSTEM TEST MENU
The system test menu is used to test a system after installation. The outputs of the thermostat can be manually
activated to test their function. The instructions below show how to enter the test mode and turn outputs on and off.
SYSTEM TEST STEPS
Heating equipment test
Cooling equipment test
Fan equipment test
Humidification equipment test
Dehumidification equipment test
Ventilation equipment test
HOW TO ENTER THE SYSTEM TEST MENU:
Press [MODE] to set system to off.
Press and hold [FAN] and [MODE] for three seconds
to enter system test mode.
The first screen of the installer test displays the
equipment configuration.
Press [NEXT] to enter the first installation test or
[CANCEL]







14 15
SYSTEM TEST MENU (CONTINUED)
While the equipment test is active the corresponding test information will be shown.
Press [NEXT]
SETUP & TESTING
Each equipment test will begin with the selection of turning on the output or stage as shown below.
Press or to change the selection.
Press [NEXT]
If YESNO

SETUP & TESTING
SYSTEM TEST TABLES
Heat / Cool Heating Equipment Test
Heat Type W W2 Y Y2 G
Gas 1st Stage Test 
Gas 2nd Stage Test  
Electric 1st Stage Test  
Electric 2nd Stage Test   
Heat Pump Heating Equipment Test (Electric Heat)
Compressor
Stages
Aux
Stages W W2 Y Y2
O/B set to
GO B
1 1 1st Stage Test   
1 1 2nd Stage Test    
2 1 1st Stage Test   
2 1 2nd Stage Test    
2 1 3rd Stage Test     
1 2 1st Stage Test   
1 2 2nd Stage Test    
1 2 3rd Stage Test     
2 2 1st Stage Test   
2 2 2nd Stage Test    
2 2 3rd Stage Test     
2 2 4th Stage Test      
Note:
Heat Pump Heating Equipment Test (Gas Heat)
Compressor
Stages
Aux
Stages W W2 Y Y2
O/B set to
GO B
1 1 1st Stage Test   
1 1 2nd Stage Test  
2 1 1st Stage Test   
2 1 2nd Stage Test    
2 1 3rd Stage Test  
1 2 1st Stage Test   
1 2 2nd Stage Test  
1 2 3rd Stage Test   
2 2 1st Stage Test   
2 2 2nd Stage Test    
2 2 3rd Stage Test  
2 2 4th Stage Test   
Note:
















TEST THAT
IS ACTIVE

16 17
Heat / Cool Cooling Equipment Test
W W2 Y Y2 G
1st Stage Test  
2nd Stage Test   
Heat Pump Cooling Equipment Test
W W2 Y Y2
O/B set to
GO B
1st Stage Test   
2nd Stage Test    
Note:
Fan Equipment Test
W W2 Y Y2 G

Humidification Equipment Test
I1/I2 G
 
Dehumidification Equipment Test
I1/I2 G
 
Ventilation Equipment Test
I1/I2 G
 
SETUP & TESTING
SYSTEM TEST TABLES (CONTINUED)
QUICK REFERENCE TO CONTROLS & DISPLAY
HOME SCREEN
MAIN MENU
NOTE:








 


™AIR








HEAT PUMP ONLY











   














18 19
TROUBLESHOOTING
DISPLAY IS BLANK


system is on.

HEATING SYSTEM DOES NOT RESPOND
(“HEATING” APPEARS ON SCREEN)

side of the transformer between power and

equipment to find the cause of the problem.


the thermostat is functional. Check the heating
equipment to find the cause of the problem.

thermostat and the heating equipment.
TEMPERATURE SETTINGS DO NOT CHANGE

acceptable ranges:


COOLING SYSTEM DOES NOT RESPOND
(“COOLING” APPEARS ON SCREEN)

side of the transformer between power and

equipment to find the cause of the problem


the thermostat is functional. Check the cooling
system to find the cause of the problem.

thermostat and the cooling equipment.
FAN DOES NOT TURN ON IN A CALL FOR HEAT

the fan control is properly set to match the type of
system (see page 8).
HEAT PUMP ISSUES COOL AIR IN HEAT MODE,
OR WARM AIR IN COOL MODE

sure the reversing valve operation matches the heat
pump.
HEAT/COOL BOTH ON AT SAME TIME

to match the installed heating/cooling equipment
(see page 8).

not shorted together.
HEATING EQUIPMENT IS RUNNING IN
COOL MODE

to match the installed heating/cooling equipment
(see page 8).
“HEATING” IS NOT DISPLAYED

(Control Setup) is set correctly.

the temperature level above the current room
temperature.
“COOLING” IS NOT DISPLAYED
HUMIDIFIER DOES NOT OPERATE IN
AUTO MODE

(Control Setup) is set correctly.

the temperature level below the current room
temperature.

Sensor) is set to yes.

correctly. If the sensor is functioning correctly the
outdoor temperature will display in the outdoor
temperature location (see Home Screen on page 17
for the location).
ERROR CODES

Error code Message Error Description
01  Open temperature sensor circuit
02 Shorted temperature sensor circuit
04  Error in permanent memory
06  Open remote temperature sensor circuit
07 Shorted remote temperature sensor circuit
THERMOSTAT FEATURES


– Humidification automatic or manual control.
– Dehumidification.
™air cleaning.
– Ventilation with temperature and humidity limits.

®

constant backlight option available.





reminders.


schedule at any time.

the start of a program event.

your equipment.


20
 
www.aprilairepartners.com
61001109 5.15


© 2015 Aprilaire – A division of Research Products Corporation
Thermal
Outdoor & Remote temperature sensor 
Room temperature measurement 
Outdoor temperature measurement 
Setpoint temperature range 

Setpoint humidity range Humidification: 10% to 50% R.H.
Dehumidification: 40% to 90% R.H.
SPECIFICATIONS
Electrical
Operating voltage 24VAC (18 – 30VAC)
Current 

Environment
Temperature 

Relative humidity Operating: 5% to 90% R.H. (non-condensing)