Salus OPTIMA User manual

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OPTIMA'ZigBee'Thermostat'
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User'Manual'

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User'Manual'
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Please read these instructions carefully before installing and using
the OPTIMA thermostat, and keep this guide in a safe place for future
reference.
•Follow all local and electricity supplier regulations regarding the
installation or replacement of a thermostat. An authorized,
qualified installer may be required.
•Do not connect any of the terminals to the 110/220 VAC
supply. The OPTIMA thermostat uses two AA batteries or a 24
VAC power source.
•Do not cover any of the vents on the thermostat.
•Do not install this unit at an altitude over 2000 meters.
•Do not place the unit in a bathroom or area of excessive
moisture. Do not allow the unit to get wet. This device serves as
a temperature control system only in dry, closed living and office
spaces.
•Do not expose the unit to temperatures below 5°C or above
40°C, humidity above 80%, or pollution above level 2.

OPTIMA'ZigBee'Thermostat'iii'
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•Do not expose the unit to voltage fluctuations more than +/-
10%.
•Do not use solvents or aggressive cleaning agents. A dry, soft
cloth is recommended.
The manufacturer accepts no responsibility for damage caused by
not following these instructions.
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IN#THE#BOX# 1!
CONTROLS#AND#DISPLAY# 2!
BUTTONS! 2!
HOME!SCREEN! 4!
INSTALLING#THE#THERMOSTAT# 6!
TOOLS! 7!
TURN!OFF!POWER!TO!HVAC!SYSTEM! 7!
DETERMINE!WIRING!CONFIGURATION! 7!
REMOVE!OLD!THERMOSTAT! 9!
INSTALL!MOUNTING!PLATE! 9!
ATTACH!WIRING!10!
INSTALL!BATTERIES!10!
INITIAL!CONFIGURATION!11!
ATTACH!THERMOSTAT!TO!MOUNTING!PLATE!12!
TURN!POWER!BACK!ON!TO!THE!HVAC!SYSTEM!12!
CONFIGURE!THERMOSTAT!12!

OPTIMA'ZigBee'Thermostat'v'
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USING#THE#THERMOSTAT#13!
CHANGING!THE!SET!POINT!TEMPERATURE!13!
SETTING!A!HOLD!SET!POINT!TEMPERATURE!14!
CHANGING!THE!OPERATING!MODE!15!
TURNING!ON!THE!FAN!15!
CONFIGURING#THE#THERMOSTAT#16!
CONFIGURATION!MENUS!16!
RESET!TO!DEFAULTS!21!
SPECIFICATIONS#22!
TROUBLESHOOTING#23!
SALUS#WARRANTY#23!
APPENDIX#A#–#WIRING#DIAGRAMS#26!
TERMINAL!DEFINITIONS!26!
CONVENTIONAL!SINGLE!TRANSFORMER!HEAT!AND!COOL!SYSTEM!27!
CONVENTIONAL!TWO!TRANSFORMER!HEAT!AND!COOL!SYSTEM!28!

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FLOOR!HEATING!SYSTEM!29!
SINGLE!TRANSFORMER!HEAT!PUMP!SYSTEM!30!
TWO!TRANSFORMER!HEAT!PUMP!SYSTEM!31!
APPENDIX#B#–#REGULATORY#STATEMENTS# 32!
FCC!STATEMENTS!32!
FCC!AND!INDUSTRY!CANADA!33!
INDUSTRY!CANADA!33!
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OPTIMA'ZigBee'Thermostat'1'
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Thermostat with
Mounting Plate
Trim plate
Screws and Anchors
Wire Labels
2 x AA alkaline
batteries
User’s Manual
Quick Start Guide

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User'Manual'
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Slider Ring
+/Next
–/Previous
Fan/Hold
/Back
Mode
/Enter
Reset
(on bottom of unit)

OPTIMA'ZigBee'Thermostat'3'
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Button
Regular Mode
Installation Mode
Slider Ring
Slide clockwise to
increment or counter-
clockwise to decrement
values.
Display next/previous
option.
–/Previous
Tap to decrement values.
Display previous option.
+/Next
Tap to Increment values.
Display next option.
FAN/HOLD
/Back
Select fan mode.
Engage HOLD when
adjusting temperature.
Back to previous menu.
MODE
/Enter
Select operating mode.
Select displayed option.
Reset
Reset to default state.
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The Home screen is the main display screen. If you do not press any
buttons for 3 seconds, the thermostat will return to the Home screen.
System Mode
Fan Mode
Set Point
Temperature
Room Temperature
Day of Week
& Time
Radio Icon
Low Battery
Heat and
Cool Icons
Label Area
Fan Indicator

OPTIMA'ZigBee'Thermostat'5'
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Indicator
Meaning
Heat and Cool
Icons
Indicates HVAC / heat-pump state.
– Air Conditioner is on or Cooling
– Furnace is on or Heating
blank – No HVAC / heat pump activity
Radio Icon
Indicates when the thermostat is connected to a
smart home system
Low Battery
Indicates when the 2 AA batteries need to be
replaced
Label Area
Displays thermostat state, menu and options (see
Using the Thermostat and Configuring the Thermostat
sections for more info)
Day of Week
& Time
Displays day of the week and time in 12- or 24-hour
format
Room Temp.
Displays the room temperature at the thermostat
Fan Indicator
Indicates Fan state.
– Fan ON
blank – Fan OFF
Set Point
Temperature
Displays the set point temperature for the selected
system mode

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User'Manual'
Indicator
Meaning
System Mode
Operating mode for the HVAC / heat pump system
Off – System is OFF
Cool – AC or Cooling mode
Heat – Furnace or Heating mode
EmHeat – Emergency Heat mode (heat pump only)
Fan Mode
Manual Fan Override
Auto – Fan based on Heat / Cool activity
On – Fan is always ON
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There are five basic steps to installing the thermostat
•Turn off power to the HVAC system
•Determine the wiring configuration
•Install new thermostat, removing old thermostat and/or
mounting the trim plate if required
•Turn power back on to the HVAC system
•Configure the new thermostat

OPTIMA'ZigBee'Thermostat'7'
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You may need the following tools to install the Optima thermostat.
•Smartphone or camera to take pictures
•Phillips or flathead screwdriver
•Small screwdriver to disconnect wires from old terminals
•Pencil
•Drill with 3/16” bit (only if you cannot mount the thermostat
using the existing holes)
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Locate the HVAC breaker in the electrical panel and turn OFF the
circuit. In some regions, there may be a switch located near the HVAC
system.
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If the OPTIMA thermostat is being installed in a new system, refer to
Appendix A for the proper wiring configuration and skip to the Install
Mounting Plate section.

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User'Manual'
When replacing an existing thermostat, the goal is to replicate the
wiring of the old thermostat on the OPTIMA thermostat.
•Remove the old thermostat to expose the wiring terminals.
•Take a picture of the wiring for future reference.
•Note the terminals attached to each wire and attach the
matching label to the ends of the wires.
•If the terminals are
unmarked on the
old thermostat, you
may need to go to
the furnace / air
conditioner / heat
pump to determine
the terminals for
each wire color. Use
the table to the
right to keep track.
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R'
RC'
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::'
RH'
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C'
C'
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L'
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Y1'
Y1'
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Y2'
Y2'
'
W1'
W1'
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O/B'
W2'
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G'
G'
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OPTIMA'ZigBee'Thermostat'9'
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Remove the old thermostat from the
wall, taking care not to allow the wiring
to fall inside the wall.
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Remove the mounting plate from the back of the Optima thermostat.
Use the included wall anchors and screws to attach the mounting
plate to the wall, making sure the wires run through the center
opening.
If there is space on the wall from
the old thermostat that needs to
be covered, insert the trim plate
between the mounting plate and
the wall, and mount both plates
using the same anchors and
screws. The trim plate can be
oriented vertically or horizontally
for proper coverage.
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around'a'long'stick,'such'as'
a' pencil' to' keep' the' wires'
from'falling'into'the'wall.'

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Before attaching the wires, match the wire (using
the labels) to its corresponding terminal. Refer to
the picture of the wiring taken earlier if
necessary.
•Open the terminal by lifting the latch up.
•Push each wire into the hole of the terminal
and push the latch down to secure the wire.
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Insert the alkaline batteries into the back of the
thermostat. Make sure the polarities of the
batteries are correct.
Alkaline batteries are recommended as the Low
Battery sensor is tuned to alkaline batteries.
Warning: Do not mix old and new batteries. Do
not mix different chemistries (Alkaline, Ni-Cad,
Lithium, etc.)

OPTIMA'ZigBee'Thermostat'11'
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After inserting the batteries, the display will flash all the segments,
followed by the firmware version number, then display US / CA
with a blinking US.
When configuring the thermostat, select the desired option by
pressing the + or – button or using the slider ring to cause the
desired value to blink, then pressing MODE.
Using the table below, select your country, then your type of system.
Blinking Value
Description
US
United States – Configures thermostat for use in the US.
CA
Canada – Configures thermostat for use in Canada
HP
Heat Pump
NON-HP
Non Heat Pump – Gas, electric, or oil heat
O
Heat Pump with O reverse valve
B
Heat Pump with B reverse valve
HE
Electric Heat
HG
Gas or Oil Heat
After the initial configuration, the thermostat will display the Home
Screen, at which point it is ready to be attached to the Mounting Plate.

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Attach the thermostat to the
Mounting Plate by aligning the
connector pins and the plastic
retention posts and pushing the
thermostat onto the mounting plate.
Make sure the connector pins are not
bent and that the thermostat is
fully seated on the mounting plate.
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Go to the breaker box or furnace switch and turn the HVAC system
back on.
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The thermostat can now be used as a local manual thermostat, but to
enable the enhanced features, additional settings need to be
configured. See the Configuring the Thermostat section for more
details.

OPTIMA'ZigBee'Thermostat'13'
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The OPTIMA thermostat offers basic functions from the local controls,
such as changing the Set Point and turning on the fan. To conserve
energy and minimize distractions at night, the display backlight
automatically turns off if no buttons are pressed within 10 seconds.
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There are two ways to change the set point temperature, using the +
or – buttons, or the slider ring.
From the Home Screen, the first press of the +button will move the
set point temperature to the large temperature display and blink the
display. Each press afterwards will increase the set point by 0.5
degrees. If the set point is not changed further within three (3)
seconds, the flashing value becomes the new set point temperature
and the screen returns to the Home Screen.
Similarly, from the Home Screen, the first press of the – button will
move and blink the set point temperature, and each press afterwards
will decrease the set point by 0.5 degrees.

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Sliding your finger along any part of the slider ring (the silver circular
ring around the screen) other than the MODE and FAN/HOLD
locations will also change the set point temperature. To increase the
set point, slide clockwise on the circular ring. To decrease the set
point, slide counterclockwise. While sliding, you can slide through the
MODE and FAN/HOLD locations. Lift your finger from the ring when
the desired set point is displayed and it will be saved when the
blinking stops and the screen returns to the Home Screen.
The set point temperature will stay at the selected value until
changed by the buttons or by the connected smart home system.
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If you would like to have the OPTIMA thermostat ignore set point
temperature changes from the connected home system, you can
place the thermostat on HOLD.
To do this, select the desired set point temperature and press the
FAN/HOLD button while the set point temperature is blinking. The
word HOLD will appear in the Label Area to indicate the HOLD state.