Pentair FOLEO 5800 XTR User guide

www.pentairaquaeurope.com
INSTALLER
MANUAL
FOLEO
5800 XTR
RESIDENTIAL

Installer manual Foleo 5800 XTR - Table of Contents
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Table of Contents
1 Generalities..................................................................................... 6
1.1 Scope of the documentation ....................................................................... 6
1.2 Release management ................................................................................. 6
1.3 Manufacturer identifier, product ................................................................ 6
1.4 Intended use................................................................................................ 6
1.5 Abbreviations used...................................................................................... 7
1.6 Norms.......................................................................................................... 7
1.6.1 Applicable norms ................................................................................................ 7
1.6.2 Available certificates........................................................................................... 7
1.7 Procedure for technical support................................................................. 8
1.8 Copyright and Trademarks ......................................................................... 8
1.9 Limitation of liability.................................................................................... 8
1.10 Scan & Service application.......................................................................... 9
2 Safety .............................................................................................. 10
2.1 Safety pictograms definition ....................................................................... 10
2.2 Serial label location..................................................................................... 11
2.3 Hazards........................................................................................................ 12
2.3.1 Personnel ............................................................................................................ 12
2.3.2 Transport............................................................................................................. 13
2.3.3 Material ............................................................................................................... 13
2.4 Hygiene and sanitization ............................................................................. 13
2.4.1 Sanitary issues .................................................................................................... 13
2.4.2 Hygiene measures............................................................................................... 14
3 Description ...................................................................................... 15
3.1 Introduction to softeners............................................................................. 15
3.1.1 Softening principles ............................................................................................ 15
3.1.2 Variable refill function......................................................................................... 17
3.1.3 Variable Refill/Brining regeneration cycle (5-cycles operation)........................ 18
3.2 Technical specifications .............................................................................. 20
3.2.1 General ................................................................................................................ 20
3.2.2 Performance flow rate characteristics............................................................... 20
3.3 Outline drawing ........................................................................................... 23
3.4 Description and component location .......................................................... 24
3.5 Softener's available options........................................................................ 25
3.5.1 Mixing device ....................................................................................................... 25
4 Installation ...................................................................................... 26
4.1 Warnings...................................................................................................... 26

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4.2 Safety notices for installation ..................................................................... 26
4.3 Installation environnement......................................................................... 26
4.3.1 General ................................................................................................................ 26
4.3.2 Water ................................................................................................................... 26
4.3.3 Electrical ............................................................................................................. 27
4.3.4 Mechanical .......................................................................................................... 27
4.4 Integration constraints................................................................................ 28
4.5 Softener connection to piping ..................................................................... 29
4.5.1 Block diagram ..................................................................................................... 29
4.5.2 Installation layout................................................................................................ 30
4.5.3 Tools and material required for installation ...................................................... 30
4.5.4 Inspection/preliminary assembly ....................................................................... 31
4.5.5 Softener installation............................................................................................ 31
4.5.6 Water supply line and bypass connections......................................................... 32
4.5.7 Drain line connection .......................................................................................... 34
4.5.8 Overflow line connection..................................................................................... 36
4.5.9 Electrical connection........................................................................................... 37
5 Programming .................................................................................. 38
5.1 Home screen & commands......................................................................... 38
5.2 Quick program guide................................................................................... 40
5.3 Touchscreen controller quick start ............................................................ 43
5.3.1 Format screen..................................................................................................... 44
5.3.2 Assistance name screen ..................................................................................... 44
5.3.3 Assistance phone screen .................................................................................... 45
5.3.4 Assistance interval screen.................................................................................. 45
5.3.5 Day and time screen............................................................................................ 46
5.3.6 User assistance screen....................................................................................... 46
5.3.7 Settings screen ................................................................................................... 47
5.3.8 Master setting screens ....................................................................................... 48
5.4 Master setting programming...................................................................... 50
5.4.1 Format screen..................................................................................................... 50
5.4.2 USB connection for field programming.............................................................. 51
5.4.3 Valve screen ........................................................................................................ 51
5.4.4 Regeneration screen........................................................................................... 53
5.4.5 Relay output screen ............................................................................................ 56
5.4.6 Meter screen ....................................................................................................... 56
5.4.7 Settings review.................................................................................................... 57
5.4.8 Water Saver Regen screen ................................................................................. 57
5.4.9 Remote Regeneration screen ............................................................................. 58
5.4.10 Chlorine generation screen ................................................................................ 58
5.4.11 Non-factory setting ............................................................................................. 59
5.5 Diagnostics .................................................................................................. 60
5.5.1 Error log .............................................................................................................. 61
5.6 Resetting the controller .............................................................................. 61
6 Commissioning................................................................................ 63

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6.1 Softener commissioning ............................................................................. 63
6.1.1 Water filling, draining and waterproofness inspection ...................................... 63
6.1.2 Quick cycling........................................................................................................ 63
6.1.3 Startup................................................................................................................. 64
6.2 Cleaning, disinfection and sanitization ....................................................... 64
6.2.1 Cleaning of softeners .......................................................................................... 64
6.2.2 Disinfection with sodium or calcium hypochlorite ............................................. 64
6.2.3 Sanitization by electrochlorination process ....................................................... 65
7 Operation......................................................................................... 66
7.1 Display during operation ............................................................................. 66
7.2 Display during regeneration ....................................................................... 66
7.3 Controller operation during programming................................................. 66
7.4 Manual regeneration................................................................................... 67
7.5 Operation during a power failure................................................................ 67
7.6 Remote lockout ........................................................................................... 68
7.7 Sleep mode.................................................................................................. 68
8 Maintenance .................................................................................... 69
8.1 General system inspection.......................................................................... 69
8.1.1 Water quality ....................................................................................................... 69
8.1.2 Mechanical Checks ............................................................................................. 69
8.1.3 Regeneration test................................................................................................ 70
8.2 Recommended maintenance plan .............................................................. 70
8.2.1 Maintenance instructions ................................................................................... 72
8.3 Adding salt................................................................................................... 73
8.4 Recommendations ...................................................................................... 74
8.4.1 Use original spare parts...................................................................................... 74
8.4.2 Use original approved lubricants........................................................................ 74
8.5 Cleaning and maintenance.......................................................................... 74
8.5.1 First steps............................................................................................................ 74
8.5.2 Softener cover removal....................................................................................... 75
8.5.3 Brine tank, brine well, safety brine valve and air check cleaning...................... 76
8.5.4 Injector and injector screen cleaning ................................................................. 78
8.5.5 Controller replacement ...................................................................................... 79
8.5.6 Brine valve and/or piston and seals & spacers replacement ............................ 80
8.5.7 Other wear and tear parts................................................................................... 82
9 Troubleshooting .............................................................................. 92
9.1 Controller .................................................................................................... 92
9.1.1 Error detection .................................................................................................... 92
9.1.2 Error alerts.......................................................................................................... 92
9.2 Valve ............................................................................................................ 93
9.3 System ......................................................................................................... 94

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10 Spare parts...................................................................................... 98
10.1 Softener ....................................................................................................... 98
10.1.1 Safety brine valve ................................................................................................ 100
10.2 Valve ............................................................................................................ 101
10.2.1 Valve body parts list ............................................................................................ 101
10.2.2 Power head parts list .......................................................................................... 103
10.2.3 Plastic turbine meter assembly.......................................................................... 103
10.3 Piping........................................................................................................... 104
10.3.1 1" BSP female stainless steel bypass ................................................................ 104
11 Disposal........................................................................................... 106

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1 Generalities
1.1 Scope of the documentation
The documentation provides the necessary information for appropriate use of the product. It
informs the user to ensure efficient execution of the installation, operation or maintenance
procedures.
The content of this document is based on the information available at the time of publication. The
original version of the document was written in English.
For safety and environmental protection reasons, the safety instructions given in this
documentation must be strictly followed.
This manual is a reference and will not include every system installation situation. The person
installing this equipment should have:
• training in the Foleo series, XTR controllers and water softener installation;
• knowledge of water conditioning and how to determine proper controller settings;
• basic plumbing skills.
This document is available in other languages on https://www.pentairaquaeurope.com/product-
finder/product-type/control-valves.
1.2 Release management
Revision Date Authors Description
A 05.09.2018 BRY/FLA First edition.
B 09.09.2019 BRY Corrections.
C 15.11.2019 BRY Bleam sticker change.
D 24.09.2021 BRY New cover.
E 22.10.2021 ABO New design.
1.3 Manufacturer identifier, product
Manufacturer: Pentair International LLC
Avenue de Sevelin 18
1004 Lausanne
Switzerland
Product: Foleo 5800 XTR
1.4 Intended use
• For domestic use only;
• the water softener series Foleo may only and exclusively be used for residential water
softening under specified conditions, see Water [→Page26];
• the water softener series Foleo protects water pipes and connected water-carrying systems
from scaling, respectively from malfunctions and damage caused by scaling;

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• the water softener series Foleo is designed for continuous supply of water for different family
sizes depending on the chosen model.
1.5 Abbreviations used
Assy Assembly
DLFC Drain Line Flow Controller
Refill Controller Brine Line Flow Controller
Regen Regeneration
SBV Safety Brine Valve
UF Up Flow
1.6 Norms
1.6.1 Applicable norms
Comply with the following guidelines:
• 2006/42/EC: Machinery Directive;
• 2014/35/UE: Low Voltage Directive;
• 2014/30/UE: Electromagnetic compatibility;
• 2011/65/UE: Restriction of use of certain hazardous substances in electrical and electronic
equipment (RoHS);
• UNI EN ISO9001.
Meets the following technical standards:
• EN 55014-1;
• EN 55014-2;
• EN 61000-6-1;
• EN 61000-6-2;
• EN 61000-6-3;
• EN 61000-6-4;
• EN 61010-1;
• EN 61000-3-2;
• EN 61000-3-3.
1.6.2 Available certificates
• CE;
• DM174;
• ACS.
Please find beside the certifications for some of our
product families. Please note that this list is not an
exhaustive list of all our certifications. In case of need
for more information please contact us.

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1.7 Procedure for technical support
Procedure to follow for any technical support request:
1. Collect the required information for a technical assistance request.
ðProduct identification (see Serial label location [→Page11] and Recommendations
[→Page74]);
ðDescription of the device problem.
2. Please refer to the Troubleshooting [→Page92]. If the problem persists contact your
supplier.
1.8 Copyright and Trademarks
© 2021 Pentair. All rights reserved.
1.9 Limitation of liability
Pentair Quality System EMEA products benefit, under specific conditions, from a manufacturer
warranty that may be invoked by Pentair’s direct customers. Users should contact the vendor of
this product for applicable conditions and in case of a potential warranty claim.
Any warranty provided by Pentair regarding the product will become invalid in case of:
• installation done by a non-water-professional;
• improper installation, improper programming, improper use, improper operation and/or
maintenance leading to any kind of product damages;
• improper or unauthorized intervention on the controller or components;
• incorrect, improper or wrong connection/assembly of systems or products with this product
and vice versa;
• use of a non-compatible lubricant, grease or chemicals of any type and not listed by the
manufacturer as compatible for the product;
• failure due to wrong configuration and/or sizing.
Pentair accepts no liability for equipment installed by the user upstream or downstream of Pentair
products, as well as for process/production processes which are installed and connected around
or even related to the installation. Disturbances, failures, direct or indirect damages that are
caused by such equipment or processes are also excluded from the warranty. Pentair shall not
accept any liability for any loss or damage to profits, revenues, use, production, or contracts, or
for any indirect, special or consequential loss or damage whatsoever. Please refer to the Pentair
List Price for more information about terms and conditions applicable to this product.

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1.10 Scan & Service application
Scan & Service mobile application is the ideal support for the maintenance person in his daily
business. A simple scan of an identification (ID) label (1) present on the valve with a smartphone
gives an instantaneously access to all updated information related to the product, such as:
• valve’s and tanks detailed configuration;
• manuals;
• spare parts lists;
• troubleshooting recommendations;
• multi-lingual videos, detailing how to best service a part;
• informations about new products, latest technologies, novelties about the Blue Network
program, etc.
1. Download the application "Scan & Service" from or in a
smartphone(4).
2. Open the application "Scan & Service".
3. Scan the bleam(3) stuck on the valve(2).
4. Navigate to find information.

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2 Safety
2.1 Safety pictograms definition
DANGER
This combination of symbol and keyword indicates an imminently hazardous situation
that will result in serious or fatal injury if not avoided.
WARNING
This combination of symbol and keyword indicates a potentially hazardous situation
that can result in serious or fatal injury if not avoided.
CAUTION
This combination of symbol and keyword indicates a potentially hazardous situation
that can result in minimal or minor injury if not avoided.
Caution - material
This combination of symbol and keyword indicates a potentially hazardous situation
that can result in material damage if not avoided.
Prohibition
Mandatory advice to follow.
Mandatory
Applicable guideline, measure.
Info
Informative comment.

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2.2 Serial label location
Model
Part number
Electrical rating
Serial number
Production date
Production order
Mandatory
Ensure that the serial label and the safety labels on the device are completely legible
and clean!
If necessary, replace them with new labels in the same positions.

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2.3 Hazards
All the safety and protection instructions contained in this document must be observed in order to
avoid temporary or permanent injury, damage to property or environmental pollution.
At the same time, any other legal regulations, accident prevention and environmental protection
measures, as well as any recognized technical regulations relating to appropriate and risk-free
methods of working which apply in the country and place of use of the device must be adhered to.
Any non-observation of the safety and protection rules, as well as any existing legal and technical
regulations, will result in a risk of temporary or permanent injury, damage to property or
environmental pollution.
2.3.1 Personnel
CAUTION
Risk of injury due to improper handling!
Only qualified and professional personnel, based on their training, experience and
instruction as well as their knowledge of the regulations, the safety rules and operations
performed, are authorized to carry out necessary work.
WARNING
Appliance
This appliance can be used by children aged from 8 years and above and persons with
reduced physical, sensor or mental capabilities or lack of experience and knowledge if
they have been given supervision or instruction concerning use of the appliance in a safe
way and understand the hazards involved.
WARNING
Children
Children shall not play with the appliance.

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2.3.2 Transport
The following points must be observed to ensure proper operation of the system:
• do not lay down or flip over the softener at any time. The media may paste to the upper
distributor thus obstructing its slots or enter the valve and may therefore compromise the
softener operation;
• pay attention not to hit the softener;
• use all the safety lifting systems to move the softener;
• do not lift the softener by the valve or bypass.
2.3.3 Material
The following points must be observed to ensure proper operation of the system and the safety of
user:
• beware of high voltages present on the transformer (220 – 230VAC);
• do not put your fingers in the system (risk of injuries with moving parts and shock due to
electric voltage).
2.4 Hygiene and sanitization
2.4.1 Sanitary issues
Preliminary checks and storage
• Check that the brine tank and the brine well are clean and free from burr, debris or any
scraps;
• Check the integrity of the packaging. Check that there is no damage and no signs of contact
with liquid to make sure that no external contamination occurred;
• the packaging has a protective function and must be removed just before installation. For
transportation and storage, appropriate measures should be adopted to prevent the
contamination of materials or the objects themselves.
Assembly
• Assemble only with components which are in accordance with DM 174 and ACS or any local
norm/certification;
• Assemble only with components which are in accordance with drinking water standards;
• after installation and before use, perform one or more manual regenerations in order to
clean the media bed. During such operations, do not use the water for human consumption.
Perform a disinfection of the system in the case of installations for treatment of drinking
water for human use.
Info
This operation must be repeated in the case of ordinary and extraordinary
maintenance.
It should also be repeated whenever the system remains idle for a significant time.

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Info
Valid only for Italy
In case of equipment used in accordance with the DM25, apply all the signs and
obligations arising from the DM25.
2.4.2 Hygiene measures
DANGER
Do not use with water that is micro-biologically unsafe or of unknown quality without
adequate disinfection before or after the softener.
WARNING
Water softeners using sodium chloride for regeneration will add sodium to the water.
Person who are on sodium-restricted diets should consider the added sodium as part of
their overall sodium intake.
Disinfection
• The materials used for the construction of our products meet the standards for use with
potable water; the manufacturing processes are also geared to preserving these criteria.
However, the process of production, distribution, assembly and installation, may create
conditions of bacterial proliferation, which may lead to odor problems and water
contamination;
• it is therefore strongly recommended to sanitize the products. See Cleaning, disinfection and
sanitization [→Page64];
• maximum cleanliness is recommended during the assembly and installation;
• for disinfection, use Sodium or Calcium Hypochlorite and perform a manual regeneration.

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3 Description
3.1 Introduction to softeners
3.1.1 Softening principles
Softening is an ion exchange process where the hard ions are getting exchange by soft ions,
typically sodium or potassium. This is achieved by placing the water in contact with an ion
exchange resin and ensuring the contact time is appropriate for the flow rate to produce.
The basic chemistry of softening resins is very simple: the resin is made of small polymer beads
with chemical functionality that selectively captures the divalent ions (such as Ca2+ and Mg2+ -
hardness ions) and releases in exchange less tightly held monovalent ions, usually sodium (Na+)
or less frequently potassium. Here below is shown the chemical reactions mechanism for
softening:
Hardness Resin bead Exhausted resin
bead Soft water
The means that under certain conditions, the reactions can be reversed. This is due to the
equilibrium between the water composition and the amount of hardness that can be removed. This
reverse reaction is observed at different kinetics and at high monovalent ions concentration.
Usually for softening this conditions are obtained using concentrated NaCl (or KCl) solutions that
are put in contact with the resin. This is called regeneration:
Saturated
brine
Regenerated
resin bead
Exhausted resin
bead Waste Excess salt
The service and regeneration reaction can be done over and over, so softening systems last years.
A softener consists of different components:
• a tank, filled with softening resin;
• a valve, that will direct the inlet water flow on the resin bed so that the softening or
regeneration reaction can take place;
• a timer, that will control when the regeneration phases have to be done;

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• a brine tank, where saturated brine solution is prepared for the regenerations.
The present softener will simply allow the previously described reaction to happen, alternating
softening period of few days with regeneration that may last up to few hours depending on setting
done. The softener is equipped with a controller that will trigger automatically the different
phases of service and regeneration upon the programming done.
The valve configuration has been chosen to be in accordance with the volume of resin contained in
the tank. Do not intend to modify it or you may cause kinetics changes and may cause
regeneration malfunction.
In order to ensure proper softener function, make sure it always contains salt in the brine tank
and remains electrically powered. Softener installation, start up and programming must be done
by trained professional water treatment specialist. Incorrect installation or wrong programming
may cause softener malfunctions or even damage the softener and its components.
Respect programming recommendations for each softener size in order to achieve best optimized
softener performances.
Softener requires periodical cleaning/maintenance operations to ensure proper function over
years. Those are described in the present manual on chapter Maintenance [→Page69].

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3.1.2 Variable refill function
The Foleo softener series is designed to feature a variable refill for each regeneration. This is
meant to optimize the salt consumption of the water softener and allow yearly salt savings up to
30% average* for the same volume of softened water therefore reducing the cost as well as the
environmental impact of discharging salt to the drain.
How does this work:
The Foleo series feature volumetric delayed regeneration, with variable reserve meaning that the
controller will plan the regeneration before complete capacity depletion based on registered
water usage. Therefore when the regeneration is initiated, the capacity is actually not totally
depleted. The XTR controller will take into account the capacity that was really used and will refill
the brine tank so that only what has been used for real is regenerated. The refill time is
automatically calculated by the controller at each regeneration, using the BLFC rate programmed
in the electronic (0.5 gpm for Foleo).
After the variable refill is performed, the softener will return to service for the programmed
duration of the Pause cycle (0-240 min). This time is used to allow refilled water to dissolve salt
and become saturated brine. Be sure to program a sufficient duration according to your local
conditions and salt type.
For best performance prefer to set up a regeneration time where there is low to no water
consumption.
Should the softener be subject to 24/24h water production, the optional installation of the
Pentair® fast brine valve is required so that this pause cycle duration can be reduced to 3
minutes. Contact your supplier for more information.
As an example, assuming the XTR has calculated a variable reserve to 20% of the initial full
capacity based on registered water consumptions, then the XTR will calculate a refill time so that
only 80% of the total theoretical brine quantity is produced, saving therefore 20% salt for this
regeneration.
This variable refill function, combined with the upflow regeneration mode of Foleo's series where
brine is injected from bottom to top in a packed resin bed at low velocity is ensuring the best
optimized performances and savings in water softeners segment.
Info
Any manually started regeneration will initiate a regeneration with 100% of the
theoretical brine quantity to produce regardless from the water usage for the current
service cycle. Should a controller initiated regeneration (including remote signal
started regenerations and days override regeneration) start while less than 10% of the
capacity is used, in any case the calculated refill time will correspond to a minimum of
10% of the total theoretical brine quantity.
*Compared to a standard downflow softener with optimized programming and configuration.

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3.1.3 Variable Refill/Brining regeneration cycle (5-cycles operation)
Service — normal use
Untreated water is directed down through the resin bed and up through the riser tube. The
hardness ions attach themselves to the resin and are removed from the raw water being
exchanged on the resin beads against sodium ions. The water is conditioned as it passes through
the resin bed.
Brine tank refill — cycle C1
Water is directed to the brine tank, at a rate controlled by the refill controller [BLFC], to create
brine for the next regeneration. Refill duration is calculated by the controller on the basis of real
resin consumption. During brine refill, treated water is available at the valve outlet.
Service — cycle C2
After the refill, the valve comes back in to service position and stays as long as needed for brine
saturation.
Brine draw & slow rinse — cycle C3
The valve directs water through the brine injector and brine is drawn from the brine tank. The
brine is then directed down through the riser tube and up through the resin bed to the drain. The
hardness ions are replaced by sodium ions and are sent to the drain. The resin is regenerated
during the brine cycle. Then the slow rinse phase starts.
Backwash — cycle C4
The flow of water is reversed by the valve and directed down through the riser tube and up
through the resin bed. During the backwash cycle, the bed is expanded and debris is flushed to the
drain, while the media bed is remixed.
Rapid rinse — cycle C5
The valve directs water down through the resin bed and up through the riser tube to the drain. Any
residual brine is rinsed from the resin bed, while the media bed is recompacted.
Info
For illustration purpose only.
Always verify inlet and outlet marking on the valve.

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SERVICE
Normal use
BRINE DRAW/SLOW RINCE
C3
Soft water
BACKWASH
C4
RAPID RINCE
C5
Hard water
1 Inlet
2 Outlet
3 Valve
7 Media bead
8 Brine
9 SBV + air check
SERVICE
C2
BRINE REFILL
C1
4 Drain
5 Media tank
6 Brine tank

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3.2 Technical specifications
3.2.1 General
Drain
Inlet
Outlet
Overflow
Softener type
Foleo 5800 XTR 10 15 20 30
Design specifications/ratings
Softener cabinet ABS
Tank body Dowex® HCRS-s resin
Valve body Glass-filled Noryl® - NSF listed material
Rubber components Compounded for cold water - NSF listed material
Valve material certification WQA Gold Seal Certified to ORD 0902, NSF/ANSI 44, CE,
ACS
Volume of resin 10 L 15 L 20 L 28 L
Approximative shipping weight 12 kg 18 kg 24 kg 35 kg
Salt storage 15 kg 15 kg 25 kg 25 kg
Operating pressure 1.4 - 8.0 bar
Hydrostatic test pressure 20 bar
Water temperature 1 - 43°C
Ambient temperature 0 - 52°C
3.2.2 Performance flow rate characteristics
Info
Flow rates are indicative data. Maximum flow rate to produce in order to respect the
required service velocity for an optimal ion exchange upon resin manufacturers
recommendation, regardless of the inlet pressure.
Nominal (residual hardness 0°f) 0.60 m3/h 0.90 m3/h 1.20 m3/h 1.68 m3/h