Proliphix IMT User manual

Proliphix Internet Managed Thermostat (IMT)
Installation Guide
Part No. 600-03100-000, Rev. 4
December 2011

Technical
Support Technical Support is available through the Proliphix partner from whom you purchased your product. For technical assistance, please have the following information available:
Product model and serial number.
Type of heating/cooling system (example: gas, oil, or electric; warm air, hot water, heat pump,
steam or gravity).
Location and number of wires attached to your Proliphix thermostat.
If, during normal business hours, you are unable to reach the Proliphix Partner from whom you purchased your
product, please contact Proliphix, Inc. Technical Support,
9:00 AM to 5:00 PM Eastern Time Monday to Friday:
Web: www.Proliphix.com
Email: [email protected]
Telephone: [phone], Option 4
Fax: [phone]
Limited
Warranty
and
Disclaimer
of Warranty
Proliphix IMT hardware and IMT Software Products are warranted to the User to be free from defects in
materials and workmanship and to substantially conform to Proliphix’s specifications in effect as of the date of
shipment under normal use for a period of three years from the date of shipment. Proliphix sole obligation
under this warranty, in the event of a non-conformance occurring and reported by the User to the Seller from
whom the User purchased the Product is, for Hardware, to repair or replace with an as-new replacement or, for
Software, to provide a software correction or work-around by access to download or other appropriate method.
Proliphix does not warrant that use of Software will be uninterrupted or error free.
In the event of a warranty failure, the end-user customers must call their seller, secure a return authorization
and ship the failed device, with all original, unaltered markings and labels, pre-paid to the seller. In the event
the User is unable to contact the seller, the User may contact Proliphix directly at [phone]. In such
event the User must be able to provide the seller’s name and address and its purchase information.
The foregoing hardware, software and services warranties do not extend to defects or nonconformities
resulting from unauthorized disassembly, misuse, improper installation or use, accident, abuse, acts of God,
modifications, or unauthorized maintenance. This limited warranty does not cover the repair of broken,
scratched or damaged plastic or other cosmetic non-conformities.
LIMITATION OF LIABILITY NEITHER SELLER NOR PROLIPHIX SHALL BE LIABLE FOR
BUSINESS INTERRUPTION, LOSS OF DATA, PROFITS OR REVENUE, OR SPECIAL, IN-DIRECT,
INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY NATURE AND FROM ANY CAUSE
WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE) OR OTHER LEGAL
THEORY, EVEN IF SELLER OR PROLIPHIX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. IN NO EVENT WILL PROLIPHIX BE LIABLE FOR DAMAGES OF ANY KIND IN
EXCESS OF THE PRICE PAID FOR THE PRODUCTS PROVIDED HEREUNDER.
THE FOREGOING WARRANTIES REPRESENT PROLIPHIX’S SOLE OBLIGATION AND
CUSTOMER’S SOLE REMEDY FOR NON-CONFORMANCES. THE FOREGOING WARRANTIES ARE
IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED
TO, ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE. Your warranty rights under State law may differ and certain of these disclaimers may not apply.
ii Proliphix Internet Managed Thermostat (IMT) Installation Guide
Part No. 600-03100-000, Rev. 4

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IMT
Software
Limited
License
Terms
Each Proliphix Internet Managed Thermostat (“IMT”) is provided with and contains certain software
programs, (“Software”) that, depending on the model can a) control the hardware device at the device and b)
can provide either or both local and remote connectivity with control programs and web page access.
Subject to the provisions of this License and payment of the purchase price for the Internet Managed
Thermostat (“IMT”), Proliphix grants to the final purchaser (“User”) a nonexclusive, nontransferable right to
use only the object code form of the Software installed and enabled on the IMT, as well as any Software
updates or revisions provided by Proliphix, for User’s internal use and only on the IMT with which it was
originally delivered.
This License permits the User to connect the supplied Software, via an Internet connection with Proliphix’s
control, management and reporting system, the “UniVista Energy Manager”. Connection of the Software over
an Internet connection with control or management programs either not belonging to User or not provided by
or maintained by Proliphix, Inc., except as provided by the terms of a separate Proliphix license, is expressly
prohibited under this license and is a violation which will result in immediate termination of all license rights
to use the Software provided with the device.
Proliphix and Proliphix’s licensors are the owners of all right, title and interest, including all copyrights,
patents, trademarks, industrial designs, trade names, trade secrets and other intellectual property rights in the
Software. Except as enabled in its user interface, the User is hereby prohibited from otherwise copying or
translating, modifying or adapting the Software or, incorporating in whole or any part in any other product or
creating derivative works based on all or any part of the Software. User agrees not to remove or modify any
copyright, trademark and other proprietary notices of Proliphix affixed to or displayed on the Software and
will not decompile, disassemble or reverse engineer, the licensed Software or any component thereof, except
as may be permitted by applicable law in which case the User must notify Proliphix in writing and Proliphix
may provide review and assistance.
Certain Software programs distributed with the Proliphix Software are licensed under the terms of various
open source licenses. Information regarding specific modules and the applicable licenses, as well as
machine-readable source code where required by the license, are available through Proliphix upon request by
eligible persons.
The rights and licenses granted to the User with respect to any Software furnished with the IMT are a part of
the device and permanently part of the device. They may only be transferred with a sale or transfer of the
device and such a sale or transfer transfers all such rights.
A violation of these terms will result in an automatic termination of these license rights without notice.
Software, including embedded computer programs, provided to and by the United States Government, are
subject to the Restricted Rights provisions of FAR 52.227-19, paragraph (c)(2) as applicable, except for
purchases by agencies of the Department of Defense (DOD). If the Software is acquired under the terms of a
Department of Defense or civilian agency contract, the Software is “commercial item” as that term is defined
at 48 C.F.R. 2.101 (Oct. 1995), consisting of "commercial computer Software" and “commercial computer
Software documentation” as such terms are used in 48 C.F.R. 12.212 of the Federal Acquisition Regulations
and its successors and 48 C.F.R. 227.7202-1 through 227.7202-4 (June 1995) of the DoD FAR Supplement and
its successors. All U.S. Government end users acquire the Software with only those rights set forth in this
Agreement. Manufacturer is Proliphix, Inc., 3 LAN Drive, Westford, MA 01886.
This License shall be governed, construed and interpreted in accordance with the laws of the Commonwealth
of Massachusetts without reference to its conflicts of laws provisions. The United Nations Convention on
Contracts for the International Sale of Goods is specifically excluded from application to this License.
FCC Model: IMT550c and IMT550w
Made in the USA
This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1)
this device may not cause harmful interference, and (2) this device must accept any interference received,
including interference that may cause undesired operation.
Proliphix Internet Managed Thermostat (IMT) Installation Guide iii
Part No. 600-03100-000, Rev. 4

iv Proliphix Internet Managed Thermostat (IMT) Installation Guide
Part No. 600-03100-000, Rev. 4

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Proliphix Internet Managed Thermostat (IMT) Installation Guide 1
Part No. 600-03100-000, Rev. 4
Contents
Installing the Thermostat 1-1
Required Tools 1-1
Installation Guidelines 1-1
Before you Begin 1-2
Installing and Wiring the Thermostat 1-2
Inserting the Battery 1-2
Installing the Base Plate 1-3
HVAC System Power Configuration 1-3
Configuring The IMT Power Source 1-5
Wiring the Base Plate Terminals 1-6
Supported Sensors and Required Settings 1-9
Connecting CAT5/CAT5E/CAT6 Wiring for Ethernet Networks to
IMT550c Thermostats 1-10
Configuring Auxiliary Relay and Sensors 1-11
Using the IMT Auxiliary Relays to Control External Devices 1-11
Mounting the Thermostat into the Base Plate 1-19
Verifying the Thermostat’s Operating Status 1-19
Logging In to the Thermostat 1-19

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Contents
2 Proliphix Internet Managed Thermostat (IMT) Installation Guide
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Proliphix Internet Managed Thermostat (IMT) Installation Guide 1
Part No. 600-03100-000, Rev. 4
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Installing the Thermostat
This section describes the required tools, guidelines, and installation instructions for
the IMT.
Required Tools
The following tools are required to install the Proliphix thermostat:
#1 or #2 Phillips head screwdriver.
Drill with a 3/16” or 7/32” bit.
Terminal block screw driver (included with the thermostat).
Installation Guidelines
Use the following guidelines to install the IMT:
Install the thermostat on an inside wall, about 5 feet (1.5m) above the floor, and in
a room that is used often.
Install the CAT5/CAT5E/CAT6 cabling from the wiring center to the thermostat
installation site for model IMT550c. This is not required for the IMT550w model
(802.11 b/g wireless).
Install the thermostat in an area or room with adequate air circulation and where
there are no unusual heating/cooling conditions, such as: sunlight, near a lamp,
radio, television, radiator register, or fireplace; near hot water pipes in a wall; near
a stove on the other side of the wall, on a wall separating an unheated room; or in
a draft from a stairwell, door, or window; in a corner or alcove; or behind an open
door.
Install the unit after all construction work and painting is complete.
Caution
Preventing electrostatic discharge (ESD) — Static electricity may cause damage
to the components on the thermostat’s circuit module. Do not remove the
thermostat from the protective bag until you are ready to install the thermostat.
Tip
If you are replacing an existing thermostat, mount the thermostat in the same
location as the thermostat in which you are replacing.

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Before you Begin
Install the unit in an unobstructed location where there are no objects on the wall
above or below the thermostat or other obstructions (such as furniture) restricting
vertical airflow.
It is not necessary for the thermostat to be level.
Before you Begin
If you are removing an existing thermostat, Proliphix recommends that you label each
connection as you remove the wiring. You will use these same wires (and labels) when
you connect the IMT. See Wiring the Base Plate Terminals (page 6).
Use the following steps to remove an existing thermostat:
1Turn off power to the entire HVAC system or the fuse/circuit breaker panel.
2Remove the cover from the existing thermostat. If the cover does not snap off when
pulled firmly from the top or bottom, check the owners manual for removal
procedures.
3Disconnect each wire. Label the wires with the terminal designation from the existing
thermostat. Place the label about 1/2” away from the end of the wire to allow for
stripping of the ends.
4Remove the existing thermostat from the wall.
Installing and Wiring the Thermostat
This section describes a two-step installation process in which you install (or mount)
the thermostat base plate and wire the thermostat.
Inserting the Battery
Insert the battery that is shipped with the thermostat before installing the thermostat
on the wall. The battery needs to be inserted to ensure the time of the thermostat
remains accurate during a power outage. See Figure 5 on page 9 for battery location
and orientation. To replace the battery, use a Panasonic CR-1220 3v, or equivalent.
Caution
Prior to installing or servicing the thermostat, turn off electricity to the entire
HVAC system; do not turn electricity back on until all work is complete.
Do not jumper wires together to test the system. This may cause harm to your
HVAC system and damage the thermostat, and therefore void the warranty.
All wiring must conform to local codes and ordinances. The distance between
CAT5/CAT5E/CAT6 cables and HVAC cables should be a minimum of one inch.
Note
If this is a new installation, obtain the wire designations from the HVAC installer.

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Installing the Base Plate
Perform the following steps to mount the thermostat base plate on the wall:
1Review the Installation Guidelines on page 1 and position the base plate in an
appropriate location on the wall. Ensure the location allows you to access and pull the
wires through the opening in the base plate.
2Using a pencil, mark the center of the screw holes on the left and right side, and
bottom center of the base plate.
3Remove the base plate from the wall and drill two or three holes at the marked
locations: for drywall, drill 3/16” holes; for plaster, drill 7/32” holes.
4Gently tap the wall anchors (included in the packaging) into the drilled holes until
they are flush with the wall.
5Pull the wires through the base plate and position the base plate over the screw holes.
6Attach the base plate to the wall using three 1" screws (included in the packaging).
HVAC System Power Configuration
The Proliphix thermostat contains jumpers to configure the HVAC power settings.
The power settings determine which HVAC power source (RH or RC) is configured to
turn on each HVAC system (cool, heat, and fan). Most applications use only RH
power. The Proliphix thermostat is shipped from the factory with the RH and RC
jumpered together.
Table 1 lists the possible HVAC power configurations.
Note
There are four mounting holes on the backplate that allow for mounting in a single
vertical or horizontal oriented single gang electrical box using only two screws. If
you are installing the backplate on drywall directly, then use three screws.

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Installing and Wiring the Thermostat
Figure 1 Jumper Configuration
Table 1 HVAC Power Configuration
HVAC Power Configuration Supplies...
RH only (default) or RC only W1, W2, Y1, Y2, G
RH and RC Supplies separate RH supplies W1, W2, G; RC supplies Y1 and Y2
RH and RC Supplies separate RH supplies W1 and W2; RC supplies Y1, Y2, G

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Part No. 600-03100-000, Rev. 4
Configuring The IMT Power Source
The IMT550c can be powered from different sources presented on the following
Ethernet CAT5/5E/CAT6 interface.
HVAC - 24VAC is power from the HVAC system which requires RH and C to
both be connected to provide power to the thermostat. (IMT550c and IMT550w)
EPA - Proliphix Ethernet Power Adapters (EPA) are multi-port power injectors
capable of supplying power to either two (EPA-20) or six (EPA-60) Proliphix
Network Thermostats. (IMT550c and IMT550w)
PoE - A Power over Ethernet (PoE) source is an Ethernet router, switch, or
mid-span device that complies with the 802.3af Power over Ethernet standard.
(IMT550c only)
Figure 2 shows the four power sources located at the upper right of the IMT. The
switches are highlighted in yellow in the accompanying figure.
Figure 2 Power Sources
Table 2 shows how to configure the IMT for different power sources.
Caution
Do not connect to both Power over Ethernet and HVAC power at the same time.
Use only one power source to the IMT.
Table 2 Power Source Configuration
Switch PoE EPA 24 VAC
1 Off On On
2 Off On On
3OffOffOn
4OffOffOn

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Installing and Wiring the Thermostat
Wiring the Base Plate Terminals
This section describes how to wire the base plate terminals. Use the instructions in this
section and refer to:
Table 3 and Figure 3 on page 7 to wire the IMT base plate terminals for Fuel
Burner HVAC. A Fuel Burner typically burns fossil fuel like oil or gas and does
not have a wire used as a reversing valve.
Table 3 and Figure 4 on page 8 to wire the IMT base plate terminals for Heat
Pump HVAC. A Heat Pump configuration always has a wire used to control a
reversing valve.
Refer to the labels you placed on the wires when you removed the existing thermostat.
See page 1.
Table 3 lists the standard HVAC terminal label required to support the single-stage
and dual-stage Fuel Burner and Heat Pump applications.
Note
H
Some newer Heat Pumps use traditional Fuel Burner wiring schemes without a
Reversing Valve (RV). Therefore, you may have to use a Fuel Burner wiring scheme
to control your Heat Pump. Refer to your Heat Pump manual for wiring details.
You must know the type of Reversing Valve in your heat pump. Refer to your Heat
Pump manual for more information.
Table 3 Terminal Conversion Chart
HVAC
Terminal Single Stage Fuel Burner DualStageFuel Burner Single Stage Heat Pump Dual Stage Heat Pump
Ca
aThe 24VAC common must be in the same AC phase as the 24VAC source (RH or RC). If the
thermostat is connected to RH only, or RH and RC then C must be the RH common. If the
thermostat is connected to RC only then C must be the RC common.
24VAC common 24VAC common 24VAC common 24VAC common
RH 24VAC hot 24VAC hot 24VAC hot 24VAC hot
RC 24VAC hot 24VAC hot 24VAC hot 24VAC hot
W1 Heat 1st stage Heat Auxiliary Heat Auxiliary Heat
W2b
bThe RVS is either activate for heat (B terminal) or activate for cool (O terminal). You can program
this function on the relay output through the web interface and the LCD screens. Consult your
HVAC installer about the RVS type for your heat pump.
not used 2nd stage Heat RVS O/B RVS O/B
Y1c
cProvides stage 1 heat or cool depending on the activation of the RVS.
Cool 1st stage Cool 1st stage
Compressor 1st stage Compressor
Y2d
dProvides stage 2 heat or cool depending on the activation of the RVS.
not used 2nd stage Cool not used 2nd stage
Compressor
GFan Fan Fan Fan

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Figure 3 shows an example of a single-stage (shown in blue) and dual-stage (shown in
yellow) Fuel Burner HVAC system connecting to an IMT base plate.
Figure 3 Single/Dual Stage Fuel Burner HVAC Connections
24VAC
Source
Fan
Control
1st Stage
Cool Control
2nd Stage
Heat Control 2nd Stage
Cool Control
1st Stage
Heat Control
W2 Y2RH Y1 GC1
HVAC System
Common
IMT Base Plate
W1
Note
The wiring colors shown above are examples of commonly used colors and may
differ depending on the HVAC wiring that is used.

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Installing and Wiring the Thermostat
Figure 4 shows an example of a dual-stage Heat Pump HVAC system, with reverse
activate for heat/cool, connecting to an IMT base plate.
Figure 4 Dual-Stage Heat Pump HVAC Connections
Note
The second compressor wire is not present in a single-stage heat pump.
Common Fan
Reverse for
Heat/Cool
(Dual/Stage)
W2
RH Y1 GC
HVAC System
Y2
Auxiliary Heat
24VAC
Source
2nd stage
Compressor
IMT Base Plate
W1
1st stage
Compressor Fan
Note
The wiring colors shown above are examples of commonly used colors and may
differ depending on the HVAC wiring that is used.

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Part No. 600-03100-000, Rev. 4
To wire the base plate terminals:
1Use Table 3 on page 6 to match the letter of your existing thermostat wire to the
corresponding terminal letter on the Proliphix base plate.
2Strip the wire insulation from the wire ends. Verify that the wire ends are straight. To
avoid damaging the labels, use caution when handling the wires and push any excess
wire back into the wall.
3Using Figure 3 on page 7 or Figure 4 on page 8 as a guide, connect the labeled wires
to the terminal post with the corresponding letter on the IMT base plate. For example,
connect the wire labeled “W1” to the W1 terminal post.
4Loosen the terminal post screw used to secure the wires. Insert the wire straight down
into the square hole and secure the corresponding screw to the wire.
5Verify that the wire is securely attached to the terminal post in the base plate by gently
tugging on the wire.
Supported Sensors and Required Settings
The IMT 550 supports thermistor-type sensors and contact-closure sensing. Ensure
that switches A1/A2/A3 are in the ON position, and switches B1/B2/B3 are in the
OFF position. Figure 5 shows an example of all A sensor switches set to ON and B
sensor switches set to OFF.
Figure 5 shows and example of sensor switch settings.
Figure 5 Sensor Switch Settings - Base Plate Label
Caution
To avoid damage to the Proliphix base plate, stop unscrewing the terminal post
screws when you feel a slight stop or resistance.
Note
Only one sensor can be connected to each port.

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Installing and Wiring the Thermostat
Connecting CAT5/CAT5E/CAT6 Wiring for Ethernet Networks to
IMT550c Thermostats
The label located on the inside of the base plate (see Figure 6) shows several
color-coded wiring schemes for Ethernet CAT5/CAT5E/CAT6 connections.
To wire the Ethernet network, refer to Figure 6 and match the label number to the
Proliphix base plate number for CAT5/CAT5E/CAT6 color coding.
Figure 6 shows the RJ-45 Ethernet plug pinout assignments for the T568A and T568B
wiring standards.
Figure 6 RJ-45 Ethernet Plug Pinout Assignments for T568A and T568B
Table 4 describes the pinout assignments for the T568A and T568B wiring standards.
Note
If the other end of the CAT5/CAT5E/CAT6 cable is connected to a Proliphix
EPA-20/60 Ethernet Power Adapter, follow the wiring scheme for T568A.
Caution
All wiring must conform to local codes and ordinances. The distance between
CAT5/CAT5E/CAT6 cables and HVAC cables should be a minimum of one inch.
Table 4 T568A and T568B Pinout Assignments
Pin Number T568A Wire Color T568B Wire Color
1 Green/White Orange/White
2 Green Orange
3 Orange/White Green/White
4Blue Blue
5 Blue/White Blue/White
6 Orange Green
7 Brown/White Brown/White
8 Brown Brown

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Configuring Auxiliary Relay and Sensors
Table 5 describes the Auxiliary Relay connectors.
Table 6 describes the sensor connectors.
Using the IMT Auxiliary Relays to Control External Devices
The IMT550 has two independent auxiliary relays that can be used to turn on or off
devices that are not normally controlled by the HVAC relays. Typical devices that can
be controlled using aux relays include, but are not limited to, the following:
Humidifiers/Dehumidifiers
Exhaust Fans
Internal Lighting
External Lighting
Pool/Spa Circulator Pumps
Electric Water Heaters
Table 5 Auxiliary Relay Connectors
Auxiliary Relay Description
NO1 Port 1 Auxiliary Relay Normally Open
NC1 Port 1 Auxiliary Relay Normally Closed
COM1 Port 1 Auxiliary Relay Common
NO2 Port 2 Auxiliary Relay Normally Open
NC2 Port 2 Auxiliary Relay Normally Closed
COM2 Port 2 Auxiliary Relay Common
Table 6 Sensor Connectors
Sensor Description
S1+ Port 1 Remote Sensor Positive
S1- Port 1 Remote Sensor Negative
S2+ Port 2 Remote Sensor Positive
S2- Port 2 Remote Sensor Negative
S3+ Port 3 Remote Sensor Positive
S3- Port 3 Remote Sensor Negative

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Installing and Wiring the Thermostat
When controlling these non-HVAC system devices, an external relay is used to
provide a 24v interface to the IMT550 and, on the other side of the external relay, the
line voltage load is switched.
The following are the two methods used to provide power to the 24v side of the
external relay circuit:
Use an external power source with a transformer supplied by the installer
Use the existing HVAC 24v transformer
Basic Wiring Connections and Jumper Settings
The following describes basic wiring connections and jumper settings using the two
available Auxiliary Relays that are on the IMT550c/w.
Auxiliary Relay Setup Using an External 24VAC Source
Figure 7 is a circuit diagram showing the circuit path (red line) and how to wire the
auxiliary relay when the external device (power source) is supplying the IMT550
auxiliary inputs with a 24VAC source. One conductor from the external relay is
connected to Normally Open (NO) or Normally Closed (NC) and one wire from the
external power transformer is connected to the COM terminal on the aux relay
terminal block. The red line in the diagram represents the circuit path as it flows
between the external relay and the auxiliary relay on the IMT550.
Caution
Using the HVAC transformer is not normally recommended. Doing so may put too
much of an electrical load on the HVAC transformer, which can cause a failure of
the HVAC system. Please check with your qualified professional installer to ensure
the HVAC transformer is not overloaded.

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Part No. 600-03100-000, Rev. 4
Figure 7 Circuit Diagram of Relay Setup Using External 24VAC Source