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HTP 7450P-699 Quick start guide

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272 Duchaine Blvd.
New Bedford, MA 02745
www.htproducts.com
lp-642 Rev. 000 Rel. 002 Date 10.5.20
WARNING
!
This installation shall be done by a qualied service agency in accordance with these instructions, all applicable codes, and requirements of the
authority having jurisdiction. Failure to follow these instructions could result in substantial property damage, severe personal injury, or death.
NOTICE
The manufacturer reserves the right to make product changes or updates without notice and will not be held liable for typographical errors in
literature.
For the Installer
This device must be installed by qualied and licensed personnel. The
installer should be guided by these instructions furnished with the
device, and by local codes and utility company requirements.
Installations Must Comply With:
Local, state, provincial, and national codes, laws, regulations, and
ordinances.
The latest version of the National Electrical Code, NFPA No. 70.
Table of Contents
Part 1 - General Safety Information 2
Part 2 - Installing the WiFi Dongle 2
Part 3 - Logging In (On or Osite) 2
Part 4 - Conguring the HTP Link WiFi Dongle (Onsite) 4
Part 5 - Registering a System (On or Osite) 6
Part 6 - Assigning Secondary Accounts to a Site 7
Part 7 - Assigning Access Levels and Notication Types to Secondary Accounts 9
Part 8 - Transferring Primary Access 10
Part 9 - Password Reset / Recovery Instructions 11
Part 10 - Resetting the WiFi Dongle to Factory Settings 12
Part 11 - Overview of HTP Link App Screens and Capabilities 13
Overview and Denitions of Terms
HTP Link allows the installer to connect the boiler to WiFi, providing the user / installer with tools to remotely monitor the system, optimize
eciency, and aid in troubleshooting. HTP Link is web-based and platform universal, ensuring the user always has the most up-to-date version.
First, the User creates an account and congures the WiFi Dongle. Then the User registers a system, which sets the User as the Primary User (or
manager) of the site. The Primary User can then add Secondary Users to the site. See Page 6 for more information on conguring Secondary
Account status.
Denitions of Terms
Primary User - The User who registers a site is automatically set as the Primary User. The Primary User manages the site and has Read/Write access.
The Primary User can also assign Secondary Account status to other Users, issuing Read-only or Read/Write access and setting Permissions and
Notications to the Secondary Accounts. The Primary User may also transfer Primary status to a Secondary Account.
Secondary Account - Secondary Accounts are assigned access to a site by a Primary User. This access is dened as follows:
Read-only - The Secondary can only view information and parameter settings in the User and Installer screens.
Read/Write - The Secondary can view and change User and Installer parameter settings.
HTP •272 Duchaine Blvd, New Bedford, MA 02745
•www.htproducts.com
Instructions for Connecting and Conguring the HTPLink WiFi Dongle
Part # 7450P-699
STOP! Follow these instructions or warranty will be void!
Installation Must Comply With:
1. National Electrical Code
2. In Canada, CSA C22.1 Canadian Electrical Code Part 1, and CGA No. B149 (latest version)
3. Local, state, provincial, and national codes, laws, regulations, and ordinances.
Included with Kit:
One (1) WiFi Dongle (7450P-373)
One (1) USB Power Supply (7450P-374)
One (1) USB-A - Micro-B Power Cable (7450P-375)
Instructions
Tools Required (Not Included):
• Any device capable of connecting to a WiFi network
• Google Chrome internet browser
• Local Router with the following congurations:
• 2.4Ghz channel (5Ghz not supported by Dongle)
• WPA2 Security with AES Encryption
• SSID Transmit ENABLED
• DHCP ENABLED
NOTE TO CONSUMER: PLEASE KEEP ALL INSTRUCTIONS FOR FUTURE REFERENCE.
2
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Part 3 - Logging In (On or Osite)
Creating a User Account
Figure 1 - Micro USB Connected
to Dongle
Figure 2 - Dongle Wired into Control
Board
2. Fill out all elds described in Figure
6. After all elds are lled in select
“Create”.
1. To begin account creation, use Google Chrome and enter
https://webmonitor.htplink.net or scan the QR Code below.
The Log In screen in Figure 5 should appear in the browser.
Select “Create New Account” at the Log In screen.
Part 1 - General Safety Information
WARNING
!
Installer - Read all instructions in this manual before installing. Perform steps in the given order.
FAILURE TO ADHERE TO THE GUIDELINES ON THIS PAGE CAN RESULT IN SUBSTANTIAL PROPERTY DAMAGE, ELECTRICAL SHOCK, SEVERE
PERSONAL INJURY, OR DEATH.
The manufacturer cannot be held responsible for damages caused by improper installation or by failure to follow the instructions in this manual.
Do not perform operations that involve removing the boiler from its installation location.
Do not allow children or inexperienced people to operate the system.
NOTE: Reference the device model and serial numbers when inquiring about service or troubleshooting.
Failure of the system due to freeze related damage IS NOT covered by product warranty.
CAUTION
Do not use this device for anything other than its intended purpose (as described in these instructions). Doing so could result in property damage
and WILL VOID product warranty.
1. Turn o the appliance.
2. Remove one knockout if required.
3. Connect the Dongle to the USB to Micro USB cable provided. See
Figure 1.
4. Ensure the clear telecommunications cable is plugged into the dongle
port with the yellow and green LEDs. Then plug the four pin connector
into the appliance control board, white connector labelled X3. See
Figure 2.
5. The dongle must be mounted on the outside of the boiler to ensure
good WiFi reception. Use the two-sided tape provided on the back of
the dongle.
6. a. Plug the USB cable into the provided power supply. See Figure 3.
Then plug the Power Supply into any convenient 115VAC, 60Hz outlet.
The convenience outlet on the appliance can be used if applicable.
b. If available on your appliance, plug the USB cable into the port
labelled 5VDC TO DONGLE provided on the appliance customer
connection board. See Figure 4. Refer to the appliance installation
manual for location.
7. Power on the appliance.
Part 2 - Installing the WiFi Dongle
Figure 3 - USB Connected to Plug Figure 4 - 5VDC TO DONGLE Port
Figure 5 - HTPConnectAP Log In Screen - Select “Create New Account”
Figure 6 - HTPConnectAP Log In Screen - New User Account Screen
3
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Figure 7 - HTPConnectAP Log In Screen - Success Popup
3. The elds will be checked for all required information. If all
required information has been provided, a success popup
will appear. See Figure 7.
4. After successfully setting
up an account, the
account goes into the
“Account Cloud”. The
User will receive an auto-
reply email with a link to
conrm the account. See
Figure 8.
Figure 8 - HTPConnectAP Account Conrmation Email
5. Click the “Conrm Your Account”link to bring up the success
screen. See Figure 9.
6. After your account is conrmed, tap “Go to login” (or go to
https://webmonitor.htplink.net) to log in to your account.
See Figure 10.
7. Enter your log in credentials and select “Log In”. If you log
in successfully, the End User License Agreement screen in
Figure 12 will appear. An error will display if an incorrect
username or password is entered. See Figure 11.
Figure 9 - HTPConnectAP Conrm Account Success
Figure 10 - HTPConnectAP Account Log In Screen Figure 11 - HTPConnectAP Account Log In Fail
4
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Figure 13 - Connect to the HTPConnectAP WiFi Network
8. Tap “Yes” to accept the End User
License Agreement. Then continue
to Connguring the HTP Link WiFi
Dongle.
Part 4 - Conguring the HTP Link WiFi Dongle (Onsite)
• Any device (smartphone, tablet, laptop, etc.) that can connect to a WiFi network. Google Chrome must be installed as a browser.
• Local Router with the following congurations:
• 2.4Ghz Channel (5Ghz not supported by Dongle)
• WPA2 Security with AES Encryption
• DHCP Enabled
• Port 5555 must be open
• Must transmit SSID
Equipment Required:
Conguring the HTP Link Software
1. Power on the boiler.
2. Scan for a WiFi connection on the WiFi connected device.
3. Locate and select the HTPConnectAP WiFi network in the list of
networks found by the device. See Figure 13.
4. Connect to the HTPConnectAP WiFi network generated by the
module.
5. After the connection is established, open a Google Chrome
browser on the WiFi device (Google Chrome is required for
complete HTML5 support) and enter the IP address 192.168.4.1 in
the browser address bar.
Connect to
this Network
Figure 14 - HTPConnectAP Congure WiFi Screen
6. Wait for the screen shown in Figure 14 to appear.
Figure 12 - End User License Agreement
If conguring multiple appliance dongles, power o all of the appliances and dongles EXCEPT the appliance and dongle being
congured. Failure to do so will prevent proper conguration.
5
lp-642 Rev. 000 Rel. 002 Date 10.5.20
14. Use Google Chrome and enter https://webmonitor.htplink.
net or scan the QR Code below. The Log In screen in Figure 17
should appear in the browser.
Figure 17 - HTPConnectAP Browser Log In Screen
Resetting Router Data
1. If the connection is not succesfully established, or if you want to use the dongle on a dierent router, you will need the module to“forget” the
current router selection.
2. Apply power to the dongle.
3. Press and hold the push button switch visible in the hold in the dongle case with a non-conductive tool for ve (5) seconds. Both the green
and yellow LEDs should go out for an instant. Then the LEDs should come back on solid.
4. Return to Conguring the HTP Link Software to establish a new connection.
15. Log in to your account.
Router / Network Name
(SSID)
Router / Network Name
Password
Dongle URL
Local Port
MAC ID
(Read from Dongle)
Figure 15 - HTPConnectAP Connect to WiFi Screen
7. Select “Congure WiFi” and wait for the screen in Figure 15 to
appear.
8. Enter the Network name (router SSID) in the Network eld and the
router password in the Password eld.
9. Take a moment to write down the MAC ID (For example:
AO:20:A6:16:60:F0 shown in Figure 15. Note that each dongle has
a unique MAC ID). The MAC ID will be required later when creating
the site.
10. Ensure the Server and Port elds contain the information shown
in Figure 15.
11. Select “Connect to Network”.
Figure 16 - HTPConnectAP WiFi Conguration Complete
12. Wait for the screen displayed in Figure 16 to appear.
13. Wait for the WiFi connection to the HTPConnectAP to disappear
from the router list. This is normal, and means that the module has
dropped the HTPConnectAP local connection and established a
connection with the router chosen in Steps #8 - 11.
6
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Part 5 - Registering a System (On or Osite)
Setting Up a Site
1. After succesfully logging in to
the User Account at https://
webmonitor.htplink.net, begin
Site creation. Select “Create New
Site” at the Log In screen to be
brought to the Create New Site
screen. See Figures 18 and 19.
Figure 18 - HTPConnectAP Create New Site
Figure 20 - HTPConnectAP Installer Home Page List of Site Installed Screen
2. After all elds are properly lled
out, select “Create New Site”. The
site information goes into the
Cloud.
Figure 19 - HTPConnectAP Create New Site Screen
3. The User will be returned to the
Installer Home Page. The new site
should be populated in the “List
of Site Installed” table, along with
the User who created the site as
a Primary type of user. See Figure
20.
4. From here, open and view the site
by selecting“GO”in the registered
site row.
7
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Figure 21 - HTPLink App Account Site Management Screen
1. The Primary user logs in and
selects the row pertaining to the
site. To add Secondary access
to the site, tap “edit secondary
users”. See Figure 21.
Figure 22 - HTPLink App Account Management Edit Secondary Users Screen
2. After the site is highlighted,
the Primary user taps the “edit
secondary users” button that
appears below the list of sites.The
screen in Figure 22 will appear.
Figure 23 - HTPLink App Account Management Add Secondary User Screen
3. The Primary user then taps the
“add secondary user” button, and
is brought to the screen in Figure
23 to enter the email address of
the Secondary user to be granted
access to the site. Enter the email
and tap “search user”.
Part 6 - Assigning Secondary Accounts to a Site
8
lp-642 Rev. 000 Rel. 002 Date 10.5.20
If the Secondary user’s email
address is already in the database
the elds will auto-populate with
the Secondary user’s account
information. See Figure 24.
Once populated, proceed to the
Assigning Access Levels section.
Figure 24 - HTPLink App Account Management Add Secondary User Screen - Auto-Populated
4. If the email address does not match
any in the database, the Primary user
has the option to retry (in case the
email was entered incorrectly the
rst time), send an email invitation,
or cancel. See Figure 25.
Figure 25 - HTPLink App Account Management Send Invitation Screen
If the Secondary user has not set
up an account, the Primary may tap
“send invitation” to send an email to
the address entered in the email eld.
Figure 26 - HTPLink App Account Management Invitation Sent Screen
5. The invitation email sent to the
Secondary user is shown in Figure
27. Clicking on the “Register your
account” link will bring the user
to the log in page to create an
account. See the “Creating a
User Account” instructions, this
document.
Figure 27 - HTPLink App Invitation Email
9
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Figure 28 - HTPLink App Account Management Add Secondary User Screen - Auto-Populated
Figure 29 - HTPLink App Account Management Permissions and Notications Setup
screens. If Read/Write access is granted, the Secondary can change User and Installer parameters.
7. In the Notication type setup section, the Primary grants the type of notication the Secondary can choose from when setting up the account.
Part 7 - Assigning Access Levels and Notication Types to User Accounts
Figure 30 - Notication Type Setup
a. Lockouts: The User will receive notications that pertain to
a lockout condition (red Home screen).
b. Blocks: The User will receive notications that pertain to a
blocking condition (orange Home screen).
c. Parameter changes: The User will receive notications
that pertain to a parameter changed locally at the boiler, or
remotely via a Primary or Secondary read/write account.
d. Link Lost: If selected, a User will receive a Notication if
the site loses the WiFi connection for greater than an hour.
The User will receive another Notication when the WiFi is
restored.
8. Tap “save setup”when selections are complete.
1. The Primary is automatically
issued Read/Write access and
all notications after setting
up a site, and can change
which notications to receive
by logging into the site and
tapping “set up notications”.
These notications are further
detailed in Step #7.
2. After a Secondary’s account has
been created, the Primary can
assign one of two access levels:
Read-only access or Read/Write
access.
3. To assign access, the Primary
must log in and add the
Secondary user to the site
as outlined in “Assigning
Secondary Access to a Site”.
4. After tapping “set up
notications” in the screen
shown in Figure 28, the
Permissions and Notications
Setup screen in Figure 29 will
appear.
5. The Permissions and
Notications Setup screen
allows the Primary to choose
whether the Secondary receives
event notications via email,
and which days of the week
that the Secondary will receive
notications. In the Permissions
setup section, the Primary can
assign Read-only access or
Read/Write access to the site.
6. With Read-only access, the
Secondary can only view
information and parameter
settings in the User and Installer
10
lp-642 Rev. 000 Rel. 002 Date 10.5.20
Figure 31 - HTPLink App Site Management Screen
Figure 32 - HTPLink App Account Management Screen - Transfer Button
2. The Primary then taps “edit
secondary users” and highlights
the Secondary user to transfer
Primary access to.
3. The Primary then taps “setup
notication and permission”.
1. The Primary may want to
transfer Primary access to a
Secondary user. To do this, the
Primary logs in and selects the
row pertaining to the site to be
transferred.
Part 8 - Transferring Primary Access