Ecobee Smart Si User manual

Smart Si Thermostat
User Manual

CONTENTS
GETTING STARTED 1
SMART Si THERMOSTAT BASICS 2
What’s on the Home Screen? 2
Using the Navigation Buttons 4
Idle Screen 5
About Your Smart Si Thermostat 6
CONNECTING TO THE INTERNET 6
Setting Up WiFi and Obtaining a Registration Code 7
Conguring a Web Portal Account 8
Re-registering the Smart Si Thermostat 10
USING YOUR SMART Si THERMOSTAT 11
System Mode 12
Fan 12
Weather Forecast 14
Resetting the Thermostat 14
Rebooting the Smart Si Thermostat 15
Cleaning the Smart Si Thermostat 15
What To Do If You Move 16

CONFIGURING YOUR SMART Si THERMOSTAT 17
Conguring Personal Preferences 17
Utility CPP Setting 21
Set Up Reminders and Alerts 23
Congure Alerts 24
WiFi 26
Creating Your Weekly Schedule 27
Using the Weekly Schedule Editor 28
Scheduling a Vacation 29
UNDERSTANDING ALERTS 31
List of Alerts 32

GETTING STARTED
Welcome
ecobee helps homeowners conserve energy,
save money and reduce their environmental
impact. Our products automate energy
conservation, making it comfortable when you
are home and saving money when you are not.
For more information, visit us at ecobee.com.
Key features of the
Smart Si thermostat:
Color display
Precision +/- 1°F (0.5°C)
temperature control
Remote access via the
Internet, tablet or
smartphone
Vacation programming
Seven-day programming
Humidity sensing
Intelligent algorithms
that adapt to your home
and preferences
Fan control
1
ecobee
OK
MENU BACK
Smart Si thermostat

SMART Si THERMOSTAT
BASICS
The Smart Si thermostat has an easy-to-read
color screen that displays all the information
you need to set and manage your Smart Si
thermostat. Use the navigation buttons on the
right to quickly change the temperature, access
features, and congure your settings.
What’s on the Home Screen?
Whenever you press a button, the Home screen
is displayed.
1. Current Temperature and Humidity
The current (actual) temperature and humidity
in the room where the Smart Si thermostat is
installed. You can set the Smart Si thermostat to
display Celsius or Fahrenheit. See Temperature
Display on page 17.
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12
3
Home screen
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2. System Mode
The current method of temperature control:
heat, cool, or auto. See System Mode on page
12.
3. Current Set Point
The temperature at which the system is
programmed to maintain at a particular point
in time.
Press ▲(up) or ▼(down) to adjust it manually
by increments of 1°F (0.5°C). If the system is
set to Auto, press ◀(left) or ▶(right) to switch
between heat and cool set points.
When you manually adjust the set temperature,
you put the system into a Hold mode. See Hold
Action on page 18. To return back to the pre-
programmed temperature, press OK.
For maximum savings you should program your
Smart Si thermostat to control the temperature
automatically. See Creating Your Weekly
Schedule on page 27.
4. Current Time/Date
Displays the current date and time for your
time zone.
5. Internet Access
Indicates that the Smart Si thermostat is
connected to the Internet. The more bars,
the stronger the signal. A chain link indicates
communication with the ecobee web servers.
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Using the Navigation Buttons
The navigation buttons located on the right of
the Smart Si thermostat let you select options
and control the Smart Si thermostat.
▲(up) On the Home screen, press ▲to
increase the temperature set point by 1°F
(0.5°C). For menus, press ▲to move up.
▼(down) On the Home screen, press ▼to
decrease the temperature set point by 1°F
(0.5°C). For menus, press ▼to move down.
◀ (left) On the Home screen, if Auto mode is
enabled, press ◀to switch between heat and
cool set points. For menus, press ◀to go back
to the previous screen.
▶ (right) On the Home screen, if Auto mode
is enabled, press ▶to switch between heat
and cool set points. For menus, press ▶to
choose the currently highlighted option.
OK On a menu screen, press OK to choose
the currently highlighted option. If a
conguration option is selected, pressing OK
will keep its new value and return back to the
previous screen.
MENU Pressing MENU displays a list of all
available options. If a menu is currently
displayed, pressing MENU will cancel any
unsaved changes and return to the Home
screen.
BACK On a menu screen, press BACK to go
back to the previous screen.
OK
MENU
BACK
4

On-Screen Keyboard
If you need to type in any information, an on-
screen keyboard will appear. To enter a letter or
number, move to the character by pressing the
arrow keys and then press OK to select it.
Select to enter capital letters; select
to enter commonly used symbols. If you make a
mistake, press to delete the text .
To keep your changes, select . To cancel your
changes, press the BACK button.
Idle Screen
When you are not actively using your Smart Si
thermostat, the screen will dim and display the
idle screen.
The Idle screen can show the temperature, time
and date, humidity, weather conditions, and
operating mode (red for heat, blue for cool).
Snowake and ame icons indicate if cooling or
heating is currently engaged.
Note that you need to connect your Smart
Si thermostat to the Internet for the outdoor
temperature, outdoor humidity, and weather
indicators to function.
To customize the content
of the idle screen:
From the Home screen,
press MENU.
Select Settings ▶
Preferences ▶ Idle Screen
From here you can enable/
disable the idle screen, the
temperature bubbles, and
date/time display.
Idle screen
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About Your Smart Si Thermostat
The About menu displays useful information
about your Smart Si thermostat, its serial
number, and optional information about the
contractor who installed it. You may need this
information if you are having diculties or need
technical support.
The About page also displays information about
your current WiFi conguration. You can use
these settings to help troubleshoot Internet
connectivity issues.
CONNECTING TO THE
INTERNET
Connect your Smart Si thermostat to the
Internet so you can control it from your own
personalized, secure ecobee Web Portal,
smartphone, or tablet.
From the Web Portal, you can:
Program, congure and control your Smart Si
thermostat.
Control your Smart Si thermostat from
anywhere you have Internet access (including
smartphones and tablets).
Use local weather data to maximize energy
savings.
Receive important alerts and reminders about
your heating and cooling system.
Note: To connect your system to your personalized
ecobee Web Portal you must have a broadband
Internet connection and a wireless 802.11 b/g/n
(WiFi) home network.
To view information
about your Smart Si
thermostat:
From the Home screen,
press MENU.
Select About.
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Setting Up WiFi and Obtaining a
Registration Code
The Smart Si thermostat uses your home WiFi
network to connect to the Internet. First, enable
WiFi on the Smart Si thermostat (see instructions
to the right).
The Smart Si thermostat will display a list of
available networks, along with an indication of
the signal strength (the more bars, the better)
and whether encryption is used.
If your home network is not listed, or if the signal
strength is very low, try adjusting the antenna
on your wireless router. If that doesn’t improve
the signal, try moving your router closer to the
Smart Si thermostat.
Once your network has been detected, select it
from the list. If the network is encrypted, you will
be asked to enter a password for that network.
This is the password you created when the
wireless router was rst set up.
After you provide the password, your Smart Si
thermostat will automatically connect to the
Internet. A chain link on the screen indicates you
have established a connection with the ecobee
web servers.
Write down the registration code as you will
need it when conguring your Web Portal
account. You can leave the code displayed on
the screen while you continue with the next
step.
To set up WiFi:
From the Home screen,
press MENU.
Select Register Thermostat.
Select Continue.
Select WiFi Settings.
Select WiFi Radio ▶
Enabled.
Select your network from
the list.
If prompted, enter your
network password.
The Smart Si thermostat will
automatically connect to
the Internet and display a
registration code.
Write down the registration
code; you will need it in the
next step.
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Having Trouble?
If you are having trouble connecting to the
Internet or nding your WiFi network, you may
need to congure your network parameters
manually. See WiFi on page 26.
Conguring a Web Portal
Account
After setting up WiFi on your Smart Si
thermostat and obtaining the registration code,
you need to congure your Web Portal account.
1. From a web browser on a PC, visit
www.ecobee.com and click on the LOGIN link.
2. Click REGISTER THERMOSTAT.
3. Click the Smart Si thermostat.
4. Click Create a new account.
(If you already have a Web Portal, click Register
to an existing account, enter your email address
and password, and proceed to step 6).
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Having Trouble?
If you are having trouble connecting to the
Internet or nding your WiFi network, you may
need to congure your network parameters
manually. See WiFi on page 26.
Conguring a Web Portal
Account
After setting up WiFi on your Smart Si
thermostat and obtaining the registration code,
you need to congure your Web Portal account.
1. From a web browser on a PC, visit
www.ecobee.com and click on the LOGIN link.
2. Click REGISTER THERMOSTAT.
3. Click the Smart Si thermostat.
4. Click Create a new account.
(If you already have a Web Portal, click Register
to an existing account, enter your email address
and password, and proceed to step 6).
5. Enter your email address and password. Click
Create Web Portal.
6. Enter the registration code displayed on the
Smart Si thermostat. Click Register.
Note: If you forgot the registration code, select
Register Thermostat again from the Smart Si
thermostat menu and obtain a new registration
code.
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7. Return back to your Smart Si thermostat and
select Yes to conrm your email address and
complete the registration process. If you made a
mistake with your email address, select No and
repeat the registration process.
Your Smart Si thermostat is now registered.
You can now monitor and control your Smart
Si thermostat from the Web Portal or from your
smartphone or tablet.
Re-registering the Smart Si
Thermostat
There are times when you may need to re-
register your Smart Si thermostat. For example, if
you are a new homeowner who has just moved
to a home with an existing Smart Si thermostat.
To re-register your Smart Si thermostat, reset the
registration and redo the registration process.
To reset your
registration:
From the Home screen,
press MENU.
Select Settings ▶Reset.
Select Reset Registration.
Conrm the reset by
selecting Yes.
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USING YOUR SMART Si
THERMOSTAT
The bright, easy-to-read screen on your Smart Si
thermostat makes it simple to review and adjust
the settings any time you want.
Adjusting the Temperature
You can easily adjust the temperature
without changing the Smart Si thermostat’s
programming by pressing the arrow keys when
the Home screen is displayed.
Press ▲to increase the temperature set point
by 1°F (0.5°C).
Press ▼to decrease the temperature set
point by 1°F (0.5°C).
If the Smart Si thermostat is set to Auto mode,
press ◀to select the Cool setting.
If the Smart Si thermostat is set to Auto mode,
press ▶to select the Heat setting.
Once you’ve adjusted the temperature, the
screen indicates that you are currently holding
the set temperature rather than running a
program.
The Smart Si thermostat will hold the new
temperature for the duration you specied in
the Hold Action option during the initial setup
(see Hold Action on page 15) or until you press
OK.
If you are using Auto mode, note that there is
a minimum dierence allowed between heat
and cool set temperatures. The system will
prevent you from setting the temperatures
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to within these limits. See the Smart Si
Thermostat Installation Manual for information
about conguring the minimum temperature
dierence settings.
System Mode
This menu sets your system to use heat, cool, or
auto mode:
Cool The system will turn on the air
conditioner when the current temperature
rises above the set temperature.
Heat The system will turn on the heat when
the current temperature drops below the set
temperature.
Auto The system is in Auto-changeover
mode and will activate the heating or cooling
systems to keep your home within the desired
range of set temperatures.
Auxiliary Heat Only The system will only
use the auxiliary or back-up heat source to
maintain the heat set point temperature (only
appears if auxiliary heat is congured).
O The system is o and will only display the
current temperature.
Fan
This menu displays the current furnace fan
setting:
On Forces the fan to run continuously,
regardless of the weekly schedule
programming. The fan will also run if the
system mode is O.
To change system mode:
From the Home screen,
press MENU.
Select System Mode.
Select your temperature
mode: Heat, Cool, Auto
or O.
To change fan settings:
From the Home screen,
press MENU.
Select Fan.
Congure your fan settings.
12

Auto Turns on the fan when the system is
heating or cooling your home, or to satisfy the
minimum fan “on” time.
When you switch between Auto and ON in fan
control, the Smart Si thermostat will prompt
you with the following:
Hold 2 hours The fan will switch to this
setting but revert back to weekly schedule
after 2 hours.
Hold 4 hours The fan will switch to this
setting but revert back to weekly schedule
after 4 hours.
Indenite The fan will switch to this
setting and will only revert back if you do
so manually .
Until Next Transition The fan will switch to
this setting but will revert back when the
program switches to the next period.
Update Schedule The fan will update the
current schedule with this new fan setting.
After the fan mode is changed and you return
to the home screen, the Smart Si thermostat
will indicate that it is in a Hold state. The
temperature setting will also be set to Hold.
Press OK to revert the fan mode back to
the weekly schedule fan and temperature
settings.
Minimum “On”Time Sets a minimum amount
of time per hour that the furnace fan will run.
This improves air circulation and results in a
more consistent temperature than with the
Auto setting while being more cost-eective
than the On setting.
13

Weather Forecast
Displays the current outdoor temperature and
weather conditions for your registered location.
Note that when you register, it’s important to
select your location accurately, as ecobee will
use your local weather data to optimize your
heating and cooling. You must register your
Smart Si thermostat for this feature to operate.
Resetting the Thermostat
At some point during the life of the Smart Si
thermostat you may want to quickly recongure
it or restore it to the default state.
Reset Registration Resets the connection
between your Smart Si thermostat and your
personalized Web Portal. This terminates the
link between the Smart Si thermostat and
your email address/password. Note: After
this reset, you must re-register your Smart Si
thermostat if you want to continue to use your
Web Portal.
To view the weather
forecast:
From the Home screen,
press MENU.
Select Weather Forecast.
Press OK to switch between
the 4-day and 24-hour
forecast.
Weather Forecast screen
To reset your Smart Si
thermostat:
From the Home screen,
press MENU.
Select Settings ▶Reset.
Choose the reset option
that suits your needs.
14

Reset Preferences and Schedule Resets
all your preferences, reminders, alerts and
programming back to the default state.
HVAC Equipment Settings Resets the Smart
Si thermostat’s equipment, threshold and
sensor conguration.
Reset All Settings Resets the Smart Si
thermostat back to its default factory settings
and removes any registration information.
Reset Contractor Info Resets any
information about the Contractor who
installed the Smart Si thermostat.
Rebooting the Smart Si
Thermostat
You can reboot the Smart Si thermostat by
pressing the physical hardware reset button,
located through an opening in the bottom left
corner of the Smart Si thermostat. Rebooting
will not alter programming or conguration
options.
Cleaning the Smart Si
Thermostat
You can clean the Smart Si thermostat’s screen
by spraying water or any mild, non-abrasive
household cleaner on to a clean cloth. Wipe the
surface of the screen with the dampened cloth.
Note: Do not spray any liquids directly onto your
Smart Si thermostat.
Reset button
15

What To Do If You Move
If you move there a few things to consider about
your ecobee system:
If you did not activate your personalized
Web Portal, you can simply take the Smart Si
thermostat with you or leave it in the house.
If you already have registered your Smart Si
thermostat with ecobee.com, you need to
update your Web Portal to reect your new
address.
Leaving It Behind
If you’re moving and are not taking your Smart
Si thermostat with you, log onto the Web
Portal and select Reset under the Settings tab.
Select Reset Registration. This terminates the
association between your Smart Si thermostat
and your personalized Web Portal (you can also
accomplish the same thing by choosing Reset
Registration on the Smart Si thermostat itself).
You can always add another device for your new
home with the same account.
The new homeowners will need to register the
Smart Si thermostat and set up their own Web
Portal.
Taking It With You
If you’re moving and want to take the Smart Si
thermostat with you, you’ll need to re-connect
it to the Internet and update your location and
house information (select My House under the
Settings tab) .
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