Ecobee EMS User manual

©2010 ecobee
333 Adelaide Street West | 6th Floor
Toronto | Ontario | M5V 1R5 | Canada
toll free 1.877.932.6233
www.ecobee.com
MA-EMS-201-R2
ENERGY MANAGEMENT
SYSTEM Manual

CONTENTS
Getting started 2
Welcome 2
HVAC System Compatibility Information 3
Specications 5
Installing the ecobee Thermostat 7
Planning the Installation 7
Installing the Equipment Interface 8
Wiring Diagrams 10
Installing the Thermostat 16
System Set-Up 20
Navigating the Thermostat 20
Conguring the Installer Settings 21
Setting up the Reminder Alerts 28
Automation 32
NEW Setting up the Sensor Inputs 32
Connecting to the Internet 39
Creating an EMS Web Portal Account 40
Registering an ecobee EMS Thermostat 40
Using the ecobee EMS Thermostat 41
Preferences and Settings 46
Programming the Thermostat 51
Performing a Hardware Reset 55
Warranty 56

GETTING STARTED
Welcome
The ecobee Energy Management System (EMS) is the
newest technology designed for the commercial market.
It is ideal in applications where a simple programmable
Thermostat does not provide adequate controls and
functionality and a full-scale building automation system
is too complex and cost prohibitive. The ecobee EMS is
user friendly, reduces a building’s operating costs and
delivers increased energy conservation.
Through a dedicated EMS Web Portal, users can remotely
monitor, identify, analyze and trouble-shoot performance
issues; manage the temperature and operational settings
from a central location and take action without having to
send a technician on-site, reducing the need for truck rolls.
The ecobee EMS will maximize any building’s eciency, reduce
energy consumption and deliver signicant cost savings.
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 suppor[email protected].
2

Before You Begin
This product is intended to be installed by trained
service professionals.
This manual explains the procedures for installing the
ecobee Energy Management System (EMS). Please read
it carefully before beginning the installation.
The ecobee EMS consists of two pieces of hardware:
1. The ecobee Thermostat senses temperature,
displays information and, if enabled, allows users to
make adjustments directly on the touch screen.
2. The Equipment Interface Module provides power
to the Thermostat and is the interface for all of the
HVAC equipment.
An optional 12 VDC power adaptor can be plugged into
the Thermostat for product demonstrations or to power
the Equipment Interface module in place of the normal
24Vac conguration.
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
ecobee Energy Management System is designed to
operate low-voltage heating and cooling systems. It
is not designed for use with line-voltage or millivolt
heating and cooling systems.
ecobee
1.
2.
3 Getting Started
Equipment Description
Gas/Oil/Electric heating (up to three stages) Yes
Air or ground source heat pump with
auxiliary heat (up to four stages) Yes
Standard electric cooling (up to two stages) Yes
Two-wire hydronic heat Yes
Central humidier Yes
Central dehumidier Yes
Heat Recovery Ventilator (HRV) Yes
Energy Recovery Ventilator (ERV) Yes
Economizer Yes
Sensors with dry contact outputs Yes
WiFi Specications
Your Smart Thermostat is designed to support:
A 802.11 b g wireless router
WEP 64, WEP 128,WPA1 and WPA2 encryption methods
Dynamic or static IP addressing.
Approvals
Ecobee EMS was designed and built in accordance to
RoHS directive 2002/95/EC and contains no hazardous
substances as dened by this directive.
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
Getting Started 4

Before You Begin
This product is intended to be installed by trained
service professionals.
This manual explains the procedures for installing the
ecobee Energy Management System (EMS). Please read
it carefully before beginning the installation.
The ecobee EMS consists of two pieces of hardware:
1. The ecobee Thermostat senses temperature,
displays information and, if enabled, allows users to
make adjustments directly on the touch screen.
2. The Equipment Interface Module provides power
to the Thermostat and is the interface for all of the
HVAC equipment.
An optional 12 VDC power adaptor can be plugged into
the Thermostat for product demonstrations or to power
the Equipment Interface module in place of the normal
24Vac conguration.
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
ecobee Energy Management System is designed to
operate low-voltage heating and cooling systems. It
is not designed for use with line-voltage or millivolt
heating and cooling systems.
ecobee
1.
2.
3 Getting Started
Equipment Description
Gas/Oil/Electric heating (up to three stages) Yes
Air or ground source heat pump with
auxiliary heat (up to four stages) Yes
Standard electric cooling (up to two stages) Yes
Two-wire hydronic heat Yes
Central humidier Yes
Central dehumidier Yes
Heat Recovery Ventilator (HRV) Yes
Energy Recovery Ventilator (ERV) Yes
Economizer Yes
Sensors with dry contact outputs Yes
WiFi Specications
Your Smart Thermostat is designed to support:
A 802.11 b g wireless router
WEP 64, WEP 128,WPA1 and WPA2 encryption methods
Dynamic or static IP addressing.
Approvals
Ecobee EMS was designed and built in accordance to
RoHS directive 2002/95/EC and contains no hazardous
substances as dened by this directive.
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
Getting Started 4

encouraged to try to correct the interference by one or
more of the following measures:
Reorient or relocate the receiving antenna
Increase the separation between the equipment
and receiver
Connect the equipment to an outlet on a dierent
circuit from the receiver
Consult the dealer or an experienced radio/TV
contractor for help.
Warning: Changes or modifications not expressly
approved by ecobee Inc. could void the user’s
authority to operate the equipment.
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.
FCC ID: WR9EBSTAT IC: 7981A-EBSTAT
Specications
Temperature R anges
Heat: 45 – 79°F (7 – 26°C)
Cool: 58 – 92°F (14 – 33°C)
Display: 40 – 100°F (5 – 37°C)
Sensitivity: +/- 1°F (0.5°C)
Equipment Interface Operating: -40 to 160F (-40 to 70C)
Thermostat Operating: 32 to 130F (0 to 55C)
Humidity Range
Humidify: 20 to 50% R.H
Dehumidify: 30 to 60% R.H
Display: 0 - 90% R.H
Sensitivity: +/- 2% R.H.
Operating: 5 – 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)
Equipment Interface: 4.6”W x 10”H x 1.3”D (118mm W x
254mm H x 32mm D)
Power
AC Transformer - 24 VAC - 3VA Minimum (not included)
Battery – CR2032 – 3V lithium coin cell (included),
Power Adaptor - #EB-PS-01 - 120V 50/60Hz to 12V DC 1A
(not included)
5 Getting Started
Wiring Specications
Refer to this table to determine maximum wire lengths allowed:
Thermostat to Equipment Interface
18 AWG 20 AWG 22 AWG
1250ft/380m 790ft/240m 500ft/150m
Equipment Interface to Heating/Air Equipment
18 AWG 20 AWG 22 AWG
128ft/39m 80ft/24m 50ft/15m
Terminal Description and Electrical Ratings
Terminal Description Voltage Current max
Y 1st stage cooling 30V AC 3A
W (O/B) 1st stage heating 30V AC 3A
(or changeover)
G Fan 30V AC 3A
W2(AUX) 2nd stage heating 30V AC 3A
(or 1st auxiliary heat)
R/H Heat transformer return 30V AC 3A
R/C Cool transformer return 30V AC 3A
ACC1 1st accessory relay 30V AC 3A
ACC1r 1st accessory relay return 30V AC 3A
ACC2 2nd accessory relay 30V AC 3A
ACC2r 2nd accessory relay return 30V AC 3A
ACC3 3rd accessory relay 30V AC 3A
ACC3r 3rd accessory relay return 30V AC 3A
IN1 + Input 1 + Dry contact only Dry contact only
IN1- Input 1 - Dry contact only Dry contact only
IN2+ Input 2 + Dry contact only Dry contact only
IN2- Input 2- Dry contact only Dry contact only
+12v 12V DC power to Thermostat 8-14V DC 600mA
GND GND to Thermostat - -
D+ Data + communication line - -
D- Data – communication line - -
Getting Started 6

encouraged to try to correct the interference by one or
more of the following measures:
Reorient or relocate the receiving antenna
Increase the separation between the equipment
and receiver
Connect the equipment to an outlet on a dierent
circuit from the receiver
Consult the dealer or an experienced radio/TV
contractor for help.
Warning: Changes or modifications not expressly
approved by ecobee Inc. could void the user’s
authority to operate the equipment.
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.
FCC ID: WR9EBSTAT IC: 7981A-EBSTAT
Specications
Temperature R anges
Heat: 45 – 79°F (7 – 26°C)
Cool: 58 – 92°F (14 – 33°C)
Display: 40 – 100°F (5 – 37°C)
Sensitivity: +/- 1°F (0.5°C)
Equipment Interface Operating: -40 to 160F (-40 to 70C)
Thermostat Operating: 32 to 130F (0 to 55C)
Humidity Range
Humidify: 20 to 50% R.H
Dehumidify: 30 to 60% R.H
Display: 0 - 90% R.H
Sensitivity: +/- 2% R.H.
Operating: 5 – 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)
Equipment Interface: 4.6”W x 10”H x 1.3”D (118mm W x
254mm H x 32mm D)
Power
AC Transformer - 24 VAC - 3VA Minimum (not included)
Battery – CR2032 – 3V lithium coin cell (included),
Power Adaptor - #EB-PS-01 - 120V 50/60Hz to 12V DC 1A
(not included)
5 Getting Started
Wiring Specications
Refer to this table to determine maximum wire lengths allowed:
Thermostat to Equipment Interface
18 AWG 20 AWG 22 AWG
1250ft/380m 790ft/240m 500ft/150m
Equipment Interface to Heating/Air Equipment
18 AWG 20 AWG 22 AWG
128ft/39m 80ft/24m 50ft/15m
Terminal Description and Electrical Ratings
Terminal Description Voltage Current max
Y 1st stage cooling 30V AC 3A
W (O/B) 1st stage heating 30V AC 3A
(or changeover)
G Fan 30V AC 3A
W2(AUX) 2nd stage heating 30V AC 3A
(or 1st auxiliary heat)
R/H Heat transformer return 30V AC 3A
R/C Cool transformer return 30V AC 3A
ACC1 1st accessory relay 30V AC 3A
ACC1r 1st accessory relay return 30V AC 3A
ACC2 2nd accessory relay 30V AC 3A
ACC2r 2nd accessory relay return 30V AC 3A
ACC3 3rd accessory relay 30V AC 3A
ACC3r 3rd accessory relay return 30V AC 3A
IN1 + Input 1 + Dry contact only Dry contact only
IN1- Input 1 - Dry contact only Dry contact only
IN2+ Input 2 + Dry contact only Dry contact only
IN2- Input 2- Dry contact only Dry contact only
+12v 12V DC power to Thermostat 8-14V DC 600mA
GND GND to Thermostat - -
D+ Data + communication line - -
D- Data – communication line - -
Getting Started 6

INSTALLING THE
ECOBEE SYSTEM
Planning the Installation
Prior to installing the ecobee EMS, we recommend that
you consider the following:
Where is the ideal location to mount the
Equipment Interface?
On a relatively at surface
In an environment that does not exceed the
temperature or humidity level outlined in the
specification section of this manual.
In a location that is within the maximum wiring distance
of the HVAC equipment and the Thermostat.
How do I intend to power the ecobee Energy
Management System?
Does the HVAC system control board have enough
spare capacity to power this system?
Do I need to provide a 24Vac transformer?
Do I have access to a 120V electrical output to use the
optional 12Vdc power adapter?
Where is the optimum location for the Thermostat?
Within the maximum wiring distance to the
Equipment Interface.
Receiving good reception of WiFi signal (3 bars or
more) from the location.
If WiFi reception is sub-optimal, what will be
relocated, the Thermostat or WiFi router?
Do the temperature and humidity levels adequately
represent the area controlled by the HVAC system?
How is the WiFi and Internet connection congured in
this building?
Do I have access to the customer’s WiFi and/or
internet connection?
What information do I need to provide to the IT sta
to ensure the ecobee EMS can successfully connect to
their WiFi and/or internet connection?
Once you have planned your installation continue with
the installation instructions.
7 Installing The ecobee System
Installing the Equipment Interface
To install the Equipment Interface:
1. Choose a suitable location to mount the Equipment
Interface as determined from Planning the Install section
on page 7.
2. Remove the front cover of the Equipment Interface. If
necessary, insert a at-head screwdriver into one of the
slots as shown below, and gently twist the screwdriver.
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.
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.
Installing The ecobee System 8
Mounting holes indicated with solid color
Insert a screwdriver into one of the two slots and twist gently

INSTALLING THE
ECOBEE SYSTEM
Planning the Installation
Prior to installing the ecobee EMS, we recommend that
you consider the following:
Where is the ideal location to mount the
Equipment Interface?
On a relatively at surface
In an environment that does not exceed the
temperature or humidity level outlined in the
specification section of this manual.
In a location that is within the maximum wiring distance
of the HVAC equipment and the Thermostat.
How do I intend to power the ecobee Energy
Management System?
Does the HVAC system control board have enough
spare capacity to power this system?
Do I need to provide a 24Vac transformer?
Do I have access to a 120V electrical output to use the
optional 12Vdc power adapter?
Where is the optimum location for the Thermostat?
Within the maximum wiring distance to the
Equipment Interface.
Receiving good reception of WiFi signal (3 bars or
more) from the location.
If WiFi reception is sub-optimal, what will be
relocated, the Thermostat or WiFi router?
Do the temperature and humidity levels adequately
represent the area controlled by the HVAC system?
How is the WiFi and Internet connection congured in
this building?
Do I have access to the customer’s WiFi and/or
internet connection?
What information do I need to provide to the IT sta
to ensure the ecobee EMS can successfully connect to
their WiFi and/or internet connection?
Once you have planned your installation continue with
the installation instructions.
7 Installing The ecobee System
Installing the Equipment Interface
To install the Equipment Interface:
1. Choose a suitable location to mount the Equipment
Interface as determined from Planning the Install section
on page 7.
2. Remove the front cover of the Equipment Interface. If
necessary, insert a at-head screwdriver into one of the
slots as shown below, and gently twist the screwdriver.
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.
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.
Installing The ecobee System 8
Mounting holes indicated with solid color
Insert a screwdriver into one of the two slots and twist gently

Wiring Diagrams
Below are the Equipment Interface Terminal Labels
Please take note that there is a factory-nstalled jumper
between R/H and R/C.
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 HVAC equipment.
2. Disconnect the wires going to the existing Thermostat.
3. Follow the wiring diagrams on pages 10-15, connect the
HVAC equipment to the Equipment Interface.
4. Do not apply power until you have installed and
connected the Thermostat. (see pages 17-19)
5. Do not install the front cover on the Equipment
Interface at this point.
9 Installing The ecobee System
D-
D+
GND
+12V
IN2-
IN2+
IN1-
IN1+
Y
W O/B
G
W2 AUX
R/H
R/C
NC
NC
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Power
System
Line
Communications
24 Vac
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
Hum
W
C
Furnace
Humidier
C
24V
Air Conditioner
NOTE factory installed jumper.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Single Stage Heat/Cool With 3 Accessories
Dehumidier
HRV
C
24V
C
24V
C
24V
HRV
Humidier
Dehumidier
Single Stage Heat/Cool with Three Accessories
Installing The ecobee System 10

Wiring Diagrams
Below are the Equipment Interface Terminal Labels
Please take note that there is a factory-nstalled jumper
between R/H and R/C.
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 HVAC equipment.
2. Disconnect the wires going to the existing Thermostat.
3. Follow the wiring diagrams on pages 10-15, connect the
HVAC equipment to the Equipment Interface.
4. Do not apply power until you have installed and
connected the Thermostat. (see pages 17-19)
5. Do not install the front cover on the Equipment
Interface at this point.
9 Installing The ecobee System
D-
D+
GND
+12V
IN2-
IN2+
IN1-
IN1+
Y
W O/B
G
W2 AUX
R/H
R/C
NC
NC
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Power
System
Line
Communications
24 Vac
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
Hum
W
C
Furnace
Humidier
C
24V
Air Conditioner
NOTE factory installed jumper.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Single Stage Heat/Cool With 3 Accessories
Dehumidier
HRV
C
24V
C
24V
C
24V
HRV
Humidier
Dehumidier
Single Stage Heat/Cool with Three Accessories
Installing The ecobee System 10

11 Installing The ecobee System
Dual Stage Heat/Cool with Two Accessories
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool With 2 Accessories
HRV
C
24V
Y1
Hum
C
HRV
Humidier
Comp2
R
C
Y2
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/ Single Stage Cool With 3 Accessories
Dehumidier
HRV
C
24V
C
24V
C
24V
Hum
C
HRV
Humidier
Dehumidier
Dual Stage Heat, Single Stage Cool with Three Accessories
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Three Stage Heat 2 Stage Cool With 1 Accessories
Y1
Hum
C
3rd Stage
Heat
Humidier
2nd Stage
Cool
R
C
Y2
W3
Three Stage Heat, Two-Stage Cool with One Accessory
Single Stage Heat/Cool, Dual Stage Auxiliary Heat with Humidier
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
O
W1
Y/Y2
G
R
W2
C
Fan Coil
Humidier
Y
O
R
W2
C
C
24V
1-Speed Heat P
ump
CONFIGURE ACC2 - Emerg Heat 2 | ACC3 - Humidier
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
1 Stage Heat/Cool With 2 Stage Auxiliary Heat (Duel Fuel) With Humidier Accessory
C 110V
Humidier
Aux Heat
Stage 2
24V C
Installing The ecobee System 12

11 Installing The ecobee System
Dual Stage Heat/Cool with Two Accessories
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool With 2 Accessories
HRV
C
24V
Y1
Hum
C
HRV
Humidier
Comp2
R
C
Y2
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/ Single Stage Cool With 3 Accessories
Dehumidier
HRV
C
24V
C
24V
C
24V
Hum
C
HRV
Humidier
Dehumidier
Dual Stage Heat, Single Stage Cool with Three Accessories
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
Humidier
C
24V
Air Conditioner
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Three Stage Heat 2 Stage Cool With 1 Accessories
Y1
Hum
C
3rd Stage
Heat
Humidier
2nd Stage
Cool
R
C
Y2
W3
Three Stage Heat, Two-Stage Cool with One Accessory
Single Stage Heat/Cool, Dual Stage Auxiliary Heat with Humidier
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
O
W1
Y/Y2
G
R
W2
C
Fan Coil
Humidier
Y
O
R
W2
C
C
24V
1-Speed Heat P
ump
CONFIGURE ACC2 - Emerg Heat 2 | ACC3 - Humidier
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
1 Stage Heat/Cool With 2 Stage Auxiliary Heat (Duel Fuel) With Humidier Accessory
C 110V
Humidier
Aux Heat
Stage 2
24V C
Installing The ecobee System 12

13 Installing The ecobee System
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool Two Stage Auxiliary Heat (Duel Fuel) With One Accessory
Hum
C
Aux Heat
Stage 2
Humidier
Comp2
Humidier
C
24V
Heat Pump
Y2
O
R
W2
C
Y1
Dual Stage Heat/Cool, Single Stage Auxiliary Heat with Two Accessories
Dual Stage Heat/Cool, Dual Stage Auxiliary Heat with One Accessory
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
Hum
W
C
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool With 1 Stage Auxiliary Heat (Duel Fuel) with 2 Accessories
HRV
Humidier
Comp2
Humidier
C
24V
HRV
C
24V
Y2
O
R
W2
C
Heat Pump
Y1
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
C
Fan Coil
NOTE factory installed jumper must be removed for this conguration.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Dual Transformer – Single Stage Cooling With Boiler
Boiler
C
24V
C
Air Conditioner
W
R
Single Stage Cooling with Boiler
Dual Stage Furnace with Dehumidier and Two-Stage Heat Pump
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
W2
W/W2
Y/Y2
Hum
Y1
G
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Furnace (Carrier 58MVB) With Two Stage Heat Pump (Duel Fuel)
Aux Heat
Stage 2
Dehumidier
Comp2
Humidier
C
24V
Humidastat
Y2
O
R
W2
C
Heat Pump
Y1
R
Dhum
Com
Remove factory-installed jumper
Installing The ecobee System 14

13 Installing The ecobee System
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
W2
R
W1
Y2
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool Two Stage Auxiliary Heat (Duel Fuel) With One Accessory
Hum
C
Aux Heat
Stage 2
Humidier
Comp2
Humidier
C
24V
Heat Pump
Y2
O
R
W2
C
Y1
Dual Stage Heat/Cool, Single Stage Auxiliary Heat with Two Accessories
Dual Stage Heat/Cool, Dual Stage Auxiliary Heat with One Accessory
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
Hum
W
C
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Heat/Cool With 1 Stage Auxiliary Heat (Duel Fuel) with 2 Accessories
HRV
Humidier
Comp2
Humidier
C
24V
HRV
C
24V
Y2
O
R
W2
C
Heat Pump
Y1
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y
G
R
C
Fan Coil
NOTE factory installed jumper must be removed for this conguration.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Dual Transformer – Single Stage Cooling With Boiler
Boiler
C
24V
C
Air Conditioner
W
R
Single Stage Cooling with Boiler
Dual Stage Furnace with Dehumidier and Two-Stage Heat Pump
Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
W2
W/W2
Y/Y2
Hum
Y1
G
Furnace
NOTE Indicates jumper. Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
factory installed jumper.
Diagram indicates 24V humidier terminal. If your furnace control board does not have this, you must use a 110V/24V step down transformer.
Two Stage Furnace (Carrier 58MVB) With Two Stage Heat Pump (Duel Fuel)
Aux Heat
Stage 2
Dehumidier
Comp2
Humidier
C
24V
Humidastat
Y2
O
R
W2
C
Heat Pump
Y1
R
Dhum
Com
Remove factory-installed jumper
Installing The ecobee System 14

Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
R
C
Fan Coil
NOTE factory installed jumper must be removed for this conguration.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Dual Transformer – Dual Stage Cooling With Boiler
Comp 2
Boiler
C
C
Air Conditioner
W
R
Y2
Y1
R
Y2
Dual Stage Cooling with Boiler
15 Installing The ecobee System
Remove factory-installed jumper
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Installing the Thermostat
Before beginning installation of the Thermostat, choose
a suitable location as outlined in the Planning the Install
section on page 7.
Do not install the Thermostat:
Close to sources of heat such as incandescent lights
or heating/cooling registers.
In direct sunlight.
On exterior, non-insulated or poorly insulated walls.
In the kitchen or other areas of potentially high heat
and/or humidity.
In an area that could restrict air ow.
To install the Thermostat:
1. Remove the front cover of the Thermostat, insert
a flat-head screwdriver into one of the slots as shown
below and gently twist the screwdriver.
2. Place the 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.
Insert screwdriver into one of two slots and twist gently
D- D+ GND +12V
The solid color indicates mounting holes
Installing The ecobee System 16

Y
W O/B
G
W2 AUX
R/H
R/C
ACC1
ACC1r
ACC2
ACC2r
ACC3
ACC3r
Equipment Interface
Y1
G
R
C
Fan Coil
NOTE factory installed jumper must be removed for this conguration.
Non Powered Accessories will require a jumper from RH | RC to ACC1, ACC2, ACC3 for a 24V feed.
Dual Transformer – Dual Stage Cooling With Boiler
Comp 2
Boiler
C
C
Air Conditioner
W
R
Y2
Y1
R
Y2
Dual Stage Cooling with Boiler
15 Installing The ecobee System
Remove factory-installed jumper
indicates a jumper. Non-powered accessories require a jumper
from RH / RC to ACC1, ACC2, ACC3 for a 24V feed.
Installing the Thermostat
Before beginning installation of the Thermostat, choose
a suitable location as outlined in the Planning the Install
section on page 7.
Do not install the Thermostat:
Close to sources of heat such as incandescent lights
or heating/cooling registers.
In direct sunlight.
On exterior, non-insulated or poorly insulated walls.
In the kitchen or other areas of potentially high heat
and/or humidity.
In an area that could restrict air ow.
To install the Thermostat:
1. Remove the front cover of the Thermostat, insert
a flat-head screwdriver into one of the slots as shown
below and gently twist the screwdriver.
2. Place the 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.
Insert screwdriver into one of two slots and twist gently
D- D+ GND +12V
The solid color indicates mounting holes
Installing The ecobee System 16

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 Thermostat can be mounted
securely to the wall.
6. Fasten the backplate to the wall using the
appropriate screws (not included).
Connecting the Thermostat to
the Equipment Interface
Only four wires are needed to connect the 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.
1. Connect the wires between the Thermostat and
Equipment Interface as shown below.
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.
17 Installing The ecobee System
The Thermostat come 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. (See page 15)
Connecting Power
Once you’ve completed the wiring of the 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 Thermostat.
You can power it directly from a 24VAC source capable
of at least 3VA.
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.
Wiring from Thermostat to the Equipment Interface
D- D+ GND +12V
Equipment
Interface
Thermostat
D-
D+
GND
+12V
Replace the front cover ensuring the pins meet the terminals
Plug the adaptor into the Equipment Interface
hard-wired 24 VAC option
24 Vac
24Vac | 3VA min
Installing The ecobee System 18
Note the small clips
on the edge of the
battery encasing.
Slide the battery
UNDER the clips.
+
Push down on the
battery rmly until
it snaps into place.
Slide the battery under the contacts and push down rmly

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 Thermostat can be mounted
securely to the wall.
6. Fasten the backplate to the wall using the
appropriate screws (not included).
Connecting the Thermostat to
the Equipment Interface
Only four wires are needed to connect the 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.
1. Connect the wires between the Thermostat and
Equipment Interface as shown below.
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.
17 Installing The ecobee System
The Thermostat come 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. (See page 15)
Connecting Power
Once you’ve completed the wiring of the 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 Thermostat.
You can power it directly from a 24VAC source capable
of at least 3VA.
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.
Wiring from Thermostat to the Equipment Interface
D- D+ GND +12V
Equipment
Interface
Thermostat
D-
D+
GND
+12V
Replace the front cover ensuring the pins meet the terminals
Plug the adaptor into the Equipment Interface
hard-wired 24 VAC option
24 Vac
24Vac | 3VA min
Installing The ecobee System 18
Note the small clips
on the edge of the
battery encasing.
Slide the battery
UNDER the clips.
+
Push down on the
battery rmly until
it snaps into place.
Slide the battery under the contacts and push down rmly

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.
The LEDs operate as follows:
Power This LED monitors the power supply of the
Equipment Interface.
LED ON Power is connected to the Equipment
Interface and is within the appropriate
voltage range.
LED OFF Power is disconnected or has dropped
below 9V.
System This LED monitors the operation of the
Equipment Interface.
LED ON There is a fault with the Equipment Interface.
LED OFF The equipment interface is operational.
Line This LED monitors the power supplied to the
Thermostat from the Equipment Interface.
LED ON The voltage at the +12V and GND terminal
has dropped below 7V.
LED OFF Adequate power is being supplied to the
Thermostat.
Communication This LED monitors the communication
between the Thermostat and the Equipment Interface
(i.e., the D+ and D- terminals).
LED ON The Equipment Interface andThermostat
are not communicating with each other.
LED OFF The two devices are communicating properly.
19 Installing The ecobee System
SYSTEM SETUP
Navigating the Thermostat
Once the Thermostat and Equipment Interface are
powered up and working correctly, you can begin
conguring the system.
TheThermostat uses touch screen 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.
When 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.
LED arrangement
Power
System
Line
Communication
System Set-Up 20