Tekmar Invita User manual

Installation Manual

Compatible With

• Conventional systems:

2-stage heating, 2-stage cooling, fan and 2 accessories

• Heat pump systems:

4-stage heating, 2-stage cooling, fan,reversing valve and 1 accessory

• Supports dual fuel systems

• Accessory options:

Humidifier, dehumidifier, HRV/ERV ventilator, heat pump loop valve

Wall Plate

Invita®

WiFi Thermostat

HVAC

Interface Module

IOM-T-564

Installation, Operation and Maintenance

Invita®WiFi Thermostat

WARNING

Please read carefully before proceeding with

installation. Your failure to follow any attached

instructions or operating parameters may lead to the

product’s failure.

Keep this Manual for future reference.

Important Safety Information ......................................................3

Installation .....................................................................4

Preparation ..................................................................4

Equipment Connections ..........................................................6

Wiring the HVAC Interface Module...................................................7

1-Stage Heat and 1-Stage Cooling with Fan .........................................7

Up to 2-Stage Furnace and 2-Stage Air Conditioner ...................................8

Up to 2-Stage Hydronic Boiler and 2-Stage Air Conditioner .............................8

Up to 2-Stage Heat Pump with Auxiliary Heat ........................................9

Up to 2-Stage Heat Pump with 2-Stage Dual Fuel ....................................9

Dehumidiﬁcation using a DX Coil.................................................10

Humidiﬁer ..................................................................10

HRV/ERV Ventilator...........................................................10

Outdoor Sensor .............................................................10

Room Sensor ...............................................................11

Watts FloodSafe Water Detector Shutoff ...........................................11

Startup ......................................................................11

Home Screen .................................................................12

Symbols .....................................................................12

User Settings..................................................................13

Away......................................................................13

Schedule ..................................................................13

Display ....................................................................14

Time ......................................................................15

Fan .......................................................................15

WiFi ......................................................................16

WiFi and Connectivity Troubleshooting ............................................17

Installer Settings ...............................................................18

Setup .....................................................................18

Setup - Toolbox .............................................................18

Setup - Temp ...............................................................19

Setup - Sensors .............................................................20

Setup - Alerts ...............................................................21

Setup - Relays ...........................................................22–24

Setup - Humidity.............................................................25

Setup - HRV / ERV Ventilation...................................................26

Sequence of Operation ..........................................................27

Heating and Cooling Operation ...............................................27-29

Relative Humidity Operation ....................................................30

HRV / ERV Ventilator Operation..................................................31

Heat Pump Loop Valve Operation ................................................31

Error Messages .............................................................32–33

Technical Data .................................................................35

Limited Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Table of Contents Page

Important Safety Information

It is your responsibility to ensure that this thermostat is safely installed according to all applicable

codes and standards. tekmar®is not responsible for damages resulting from improper installation and/

or maintenance.

This is a safety-alert symbol.

The safety alert symbol is

shown alone or used with

a signal word (DANGER,

WARNING, or CAUTION),

a pictorial and/or a safety

message to identify hazards.

When you see this symbol

alone or with a signal word

on your equipment or in

this manual, be alert to the

potential for death or serious

personal injury.

This pictorial alerts you to

electricity, electrocution, and

shock hazards.

This symbol identifies hazards which, if not avoided,

could result in death or serious injury.

This symbol identifies hazards which, if not avoided,

could result in minor or moderate injury.

This symbol identifies practices, actions, or failure

to act which could result in property damage or

damage to the equipment.

• It is the installer’s responsibility to ensure

that this control is safely installed according

to all applicable codes and standards.

• Improper installation and operation of this

control could result in damage to the

equipment and possibly even personal

injury or death.

• This control is not intended for use as a

primary limit control. Other controls that are

intended and certified as safety limits must

be placed into the control circuit.

NOTICE

Read manual and all prod-

uct labels BEFORE using

the equipment. Do not use

unless you know the safe

and proper operation of this

equipment. Keep this man-

ual available for easy access

by all users. Replacement

manuals are available at

tekmarControls.com

Do not attempt to service the thermostat.

There are no user serviceable parts inside the

thermostat. Attempting to do so voids the

warranty.

Tools Required

Preparation

Materials Required

• 18 AWG LVT Solid Wire (low voltage connections)

1. Remove the old thermostat

If more than 2 wires are present, identify the R & C wires for use when connecting the Invita WiFi

Thermostat. Additional wires should be secured in a way that prevents them from touching the circuit

board or terminals on the Invita after the R & C wires are connected.

Installation

• tekmar or jeweler screwdriver

• Phillips head screwdriver

• Wire stripper

• Drill (for wall anchor)

• 3⁄16" drill bit (for wall anchor)

Ensure power to connecting equipment is off. To prevent the risk of personal

injury and/or death, make sure power is not applied to the thermostat or HVAC

Interface Module until they are fully installed and ready for configuration. All work

must be done with power to the circuit being worked on turned off.

NOTICE

Please be aware local codes may require this thermostat to be installed or connected by

an electrician.

NOTICE

Thermostat Location

Consider the following:

• Interior wall. Keep dry. Avoid potential leak-

age onto the control.

• No draft, direct sun, or other cause for inac-

curate temperature readings.

• Away from equipment, appliances, or other

sources of electrical interference.

• Approximately 5 feet (1.5 m) off the finished

floor.

• The maximum length of wire is 500 feet (150 m).

2. Mount Invita base to wall

Remove the back plate from the thermostat.

Secure the Invita thermostat back plate to a

2 x 4" electrical box with machine screws or to

drywall using wood screws with wall anchors.

If the wall has damage extending beyond the width

of the Invita WiFi Thermostat, place the wall plate

trim behind the back plate.

Connect the 2 wires from the old thermostat to the

terminals on the back of the Invita WiFi Thermostat.

This connection is not polarity sensitive.

3. Wiring the Invita WiFi Thermostat

Align the 2 notches at the top of the base plate

with the holes on the top of the thermostat then

rotate on the hinge point down to close.

4. Attach the thermostat

to back plate

Locate the HVAC Interface Module so that it can

connect to the other end of the existing wire from

the thermostat. After removing the cover, secure

the HVAC Interface Module to the wall, the HVAC

equipment chassis or HVAC plenum using the

holes at the top and bottom of the module.

Wiring to the module enters from opening on

the sides or the back. Refer to the diagrams on

pages 6 to 11 for wiring details.

5. Mounting the HVAC

Interface Module

6. Replace the Cover

Push the HVAC

Interface Module

Cover towards the

base. Top and bottom

clips hold the cover

in place.

Equipment Connections

This illustration shows various equipment connected to the HVAC Interface Module. Other equipment

may be included in your application.

Conventional systems:

• Up to 2-stage heating, 2-stage cooling, fan and 2 accessories

Heat pump & dual fuel systems:

• Up to 4-stage heating, 2-stage cooling, fan, reversing valve and 1 accessory

Accessory options:

• Humidifier, dehumidifier, HRV/ERV ventilator

Air Conditioner

Heat Pump

HVAC

Interface

Module

Hot Water Tank

Watts

FloodSafe®

Water Detector

Shutoff

HRV/ERV

Ventilator

Optional

Outdoor

Sensor

Invita WiFi

Thermostat

Furnace

Humidifier

Electric Coil

Wiring the HVAC Interface Module

The HVAC Interface Module includes

three relay power jumper connectors.

These are used to provide power

between terminals when necessary.

• Set Jumper J1 to On to connect

power R to the Rc terminal.

• Set Jumper J2 to On to connect

power R to the Rh2 wiring terminal.

• Set Jumper J3 to On connects power

R to the Rh1 wiring terminal.

• Set the jumper to off to disconnect

the power from Rh1, Rh2, or Rc

respectively.

1-Stage Heat and 1-Stage Cooling with Fan

Essential Settings:

Heating Type = Conventional

Equipment = 1 Heat/1 Cool

Radiant Floor Heating = No

Jumpers:

J1 = On

J2 = Off

J3 = On

Ensure power to connecting equipment is off. To prevent the risk of personal

injury and/or death, make sure power is not applied to the thermostat or HVAC

Interface Module until they are fully installed and ready for configuration. All work

must be done with power to the circuit being worked on turned off.

Up to 2-Stage Hydronic Boiler and 2-Stage Air Conditioner

Essential Settings:

Heating Type = Conventional

Equipment = 2 Heat/2 Cool

Radiant Floor Heating = Yes

Up to 2-Stage Furnace and 2-Stage Air Conditioner

Furnace

Air

Conditioner

Essential Settings:

Heating Type = Conventional

Equipment = 2 Heat/2 Cool

Radiant Floor Heating = No

Jumpers:

J1 = On

J2 = On

J3 = On

Jumpers:

J1 = On

J2 = On

J3 = Off

The thermostat operates high cost electric resistance heat when the heat pump is unable to meet the

building heating load.

Up to 2-Stage Heat Pump with Auxiliary Heat

Air

Handling

Unit

The thermostat operates the heat pump when the outdoor air temperature is above the balance point

setting and switches to the furnace when below.

Up to 2-Stage Heat Pump with 2-Stage Dual Fuel

Air

Handling

Unit

Essential Settings:

Heating Type = Heat Pump

Equipment = 2 Heat Pump/1 Aux

Radiant Floor Heating = No

Essential Settings:

Heating Type = Heat Pump

Equipment = 2 Heat Pump/2 Aux

Radiant Floor Heating = No

Jumpers:

J1 = On

J2 = On

J3 = On

Jumpers:

J1 = On

J2 = On

J3 = On

Essential Settings:

Accessory Relay 1 or 2 = Dehumidifier

Dehumidifier Type = DX Coil

The thermostat operates the cooling system and runs the system fan at low speed to dehumidify

the air.

Dehumidification using a DX Coil

Air

Handling

Unit

HRV / ERV

Ventilator

The Heat Recovery Ventilator (HRV) or Energy Recovery Ventilator (ERV) operates to improve

indoor air quality and recovers heat from exhaust air.

Essential Settings:

Accessory Relay 1 = Ventilation

HRV/ERV Ventilator

Humidifier

The thermostat operates a humidifier to increase relative humidity.

Humidifier

Essential Settings:

Accessory Relay 1 or 2 = Humidifier

• Installing an outdoor sensor provides more accurate

outdoor temperature readings compared to using

the weather information from the Internet which may

cause delays in updating weather.

• Outdoor temperature is displayed on home screen.

• Used to enable heat pump dual fuel switchover, warm

weather shut down, and cold weather shut down.

Outdoor Sensor

tekmar Outdoor

Sensor 070

External Jumper

Wires:

R to Acc1

When the location of the thermostat is not ideal

for accurate temperature and humidity measure-

ment, an optional room sensor can be installed in

a better location. The 086 mounts flush to a wall,

blending in with the room decor.

• Remotely measure the temperature and relative

humidity

•

The Invita WiFi Thermostat provides the option

to disable the internal temperature and relative

humidity sensor, and use the external sensor

instead.

Room Sensor

tekmar Humidity &

Temperature Sensor 086

The Watts FloodSafe Water Detector Shutoff LFWDS prevents catastrophic water damage in the

event of a water heater leak.

The thermostat provides an email notification in the event that the FloodSafe Water Detector Shutoff

LFWDS detects a water and shuts off the supply line to the water heater.

Watts FloodSafe®Water Detector Shutoff

Watts FloodSafe

Water Detector Shutoff

Restore power to the connected equipment. Once energized, the Invita WiFi Thermostat will display

the home screen.

Startup

Current time

Current temperature

Equipment operation

Heat, Cool and Fan On

Change operating mode

Humidifier or

Dehumidifer operation

Touch or to

adjust temperatures

Select either

Heat To or Cool To

Hold overrides the

programmed schedule

until the time shown

‘Save to schedule’ applies

the new temperature to the

current schedule event.

Go to settings

Swipe to view:

• Weather

• Outdoor temperature

• Floor temperature

• Heat To setting

• Cool To setting

• Relative Humidity

Go to schedule

After 60 seconds of inactivity, the thermostat home screen displays only the time and the temperature.

Save Cancel

Mode

Heat

Emergency Heat

Cool

Auto Heat-Cool

Off

Temperature Adjustment

Hold Until 5:00 PM

Save to Schedule

Heat To

Cool To

Home Screen

MENU SELECTION

AWAY SCHEDULE

DISPLAY TIME

WIFI SETUP

FAN

WIFI: Connected

Symbols

The info button provides a

description of the setting

Ok setting change

Cancel setting

change

The fan is on

The humidifier is on

The dehumidifier is on

Set heating temperature

Set cooling temperature

Select skip if you don’t want

a temperature change.

Set schedule start time

Operates normally

Operates using the

Away temperature

selected in the

Setup menu

Use the Away setting to

save energy when the

building is unoccupied

• The Away temperature

can be adjusted in the

Setup / Temps menu.

• Selecting the Away set-

ting on a thermostat or

the mobile app will affect

all devices linked to that

location through the app.

Save Info

Home / Away

At Home

Away

Heating temperature

Go to the next group

of program days.

Current group of

program days.

Early Start anticipates

the

time required to

heat or cool

a room

and starts early.

Set to On to follow the

schedule. Set to Off to use

the same temperature all

of the time.

Creates a new schedule.

Cooling temperature

New

Schedule

Early Start

Schedule

Wake 6:00 AM 70° 75°

Leave 8:00 AM 65° 78°

Return 6:00 PM 70° 75°

Sleep 10:00 PM 65° 78°

Schedule

Mon Tue Wed Thu Fri

Skip

Wake

Schedule Setup

Mon Tue Wed Thu Fri

6:00 AM

Cool to 75°

Heat to 70°

User Settings

Away

Schedule

Setting Range Default

TEMPERATURE UNITS

Select °F or °C. °F or °C °F

ENERGY USE

View the number of hours the heating or cooling has

operated either daily or monthly.

0 to 24 (daily)

0 to 744 (monthly) 0 hours

Daily Usage

Monthly

Usage

Today 0 hrs 0 hrs

Yesterday 0 hrs 0 hrs

Tue 0 hrs 0 hrs

Mon 0 hrs 0 hrs

Sun 0 hrs 0 hrs

Sat 0 hrs 0 hrs

Fri 0 hrs 0 hrs

View each day’s run time for

both heating and cooling.

Toggle between Daily and

Monthly Usage.

Setting Range Default

BRIGHTNESS ACTIVE

Select the brightness when touching the screen. 30 to 100% 100%

BRIGHTNESS INACTIVE

Select the brightness when not in use. Off, 30 to 100% 50%

BACKGROUND

Select the background color.

Light,

Blue,

Night,

Latte,

Espresso

Blue

LANGUAGE

Select the language.

English,

Español,

Français

English

SCREEN CLEAN

Locks screen for 10 seconds to allow cleaning. N/A N/A

INACTIVE TIME DISPLAY

Select if the time is visible when the display is inactive. Off or On On

INACTIVE HUMIDITY DISPLAY

Select if the humidity is visible when the display is inactive. Off or On Off

INACTIVE OUTDOOR DISPLAY

Select if the outdoor temperature is visible when the display

is inactive.

Off or On Off

Display

Setting Range Default

TIME FORMAT

Select the time format. 12 or 24 hour 12 hour

TIME SOURCE

If Internet is available, the time source can

be either automatically or manually set.

Automatic, Manual Auto

TIME ZONE

Select the local time zone.

Hawaii, Alaska, Pacific, Mountain,

Central, Eastern, Atlantic, Newfoundland Eastern

DAYLIGHT SAVING TIME

Select the brightness when not in use. Off, On On

When connected to the Internet, the time can be set automatically.

The time and date can be manually set by highlighting a field

and then using the or buttons.

Choose from the time options listed below.

The fan is normally off when

set to auto but turns on

when needed for the heating

or cooling equipment.

When a programmable

schedule is used, there

is a fan setting for each

time period.

Fan

Auto

Follow Schedule

Setup Fan

Schedule

TIME & DATE

1 30 PM

Aug 25 2019

OPTIONS

Fan

Leave Auto

Wake On

Return On

Sleep Auto

Time

Fan

NOTICE

Incorrectly setting the time and date manually may prevent

the thermostat from communicating to the mobile app.

Automatic time source is recommended when using an

Internet connection.

The thermostat includes a step by step tutorial to setup the WiFi connection.

Step 1

Agree to Terms of Use

Step 2

Turn on WiFi

Step 3

Enter wireless network name.

It must support WPA2

security encryption.

Step 4

Enter WiFi password.

Step 6

Select if the time is set

automatically from the

Internet or manually.

Step 5

Enter ZIP or postal code. This

determines your location for

weather information.

Tutorial

DISAGREE AGREE

Before first using WiFi features

of this product, you must accept

the Terms of Use available at

https://www.watts.com/terms-of-use

by pressing AGREE below.

If you do not accept these terms.

this product can still be used

without WiFi features.

WIFI

Off

Time Source

Automatic

Manual

NETWORK SSID

CONNECT

Select a network

from the list:

Your House

A C EB D F

M O QN P R

Y A/1ZShft Del

G I KH J L

S U WT V X

Enter Password

CONNECT

1 3 52 4 6

: ( $; ) &

' A/1\Shft Del

7 9 -8 0 /

@ . ?" , !

ZIP/Postal

WiFi

NOTICE

Before using the WiFi features of this product, you must accept the Terms of Use, as amended

from time to time and available at Watts.com/terms-of-use. If you do not accept these terms, this

product can still be used without WiFi features.

WiFi and Connectivity Troubleshooting

WiFi Connection Status

Press > WiFi > WiFi:On > ito view the

thermostat connection status.

(1) WiFi Signal Strength

• The WiFi signal must measure between 0 and

-69 dB to have a reliable connection to the

Watts cloud.

• A WiFi extender is recommended to be

installed if the WiFi signal is between

-70 to -100 dB.

(2) Internet Connected

• The WiFi information screen will show Internet

Connected when the thermostat is connected

to the router and there is a connection to

the Internet.

(3) IoT Connected

• The thermostat connection status will show

IoT Connected when connected to the Watts

Cloud and the thermostat is ready to be

registered to the app.

If IoT is not connected, please follow these steps:

Check Password

• Double check that you are using the correct

WiFi network and password.

• The password is limited to 32 characters,

and can include upper and lower case letters,

numbers, special characters and spaces. A

space counts as a character.

• The thermostat supports WPA2-Personal

password security.

Power Off and On

• Power the thermostat off. Next, power the rout-

er off, wait 10 seconds, then power on and wait

for the Internet status to be on. Then power the

thermostat on.

Check Router & Firewall

Consult the router manual or Internet Service

Provider (ISP) for assistance with router setup with

these configurations:

• The router must provide a 2.4 GHz signal.

The thermostat is not compatible with

5 GHz networks.

• The router is using WPA2-Personal security.

• The router has DHCP enabled with enough

available addresses for all Internet devices.

• The router firewall is not blocking the outbound

UDP or TCP ports: 53, 123, 443, 8883.

• The router firewall is not blocking connections

to *.azure-devices.net

The router firewall is not blocking the thermostat

based upon a MAC filter list.

Network Troubleshooting

• tekmar provides free access to a network

troubleshooting tool called RouteThis Helps.

• Download the app from the App Store or

Google Play Store to your mobile device.

• Enter code “TEKM” and click “Network scan”.

The app will provide further instructions.

Create a WiFi Hotspot

If you are unable to connect to the WiFi network,

try creating a WiFi Hotspot on your mobile device

to bypass the router.

Apple* iOS WiFi hotspot instructions

https://support.apple.com/en-us/HT204023

Android** WiFi hotspot instructions

https://support.google.com/android/answer/9059108

If the thermostat displays IoT connected when

using the WiFi Hotspot, please contact your

Internet Service Provider (ISP) or IT professional

for assistance with the router.

* Apple and App Store are trademarks of

Apple Inc.

** Google, Android and Google Play are trade-

marks of Google LLC.

The Setup menu contains seven sub-menus that

determine how the thermostat operates.

The Access Level setting in the Toolbox menu

determines how many settings are available to the user.

Press back to return to the main

Settings menu.

Setting Range Default

ERROR

Displays any error messages. N/A N/A

ACCESS LEVEL

Select between user and installer access levels. User access

level restricts access in the Setup Menu.

User,

Installer Installer

STATUS

The current status of warm weather shut down, cold weather

shut down and each of the relays.

Early Start,

WWSD,

CWSD,

W1,

W2,

Y1,

Y2,

Acc1,

Acc2

N/A

SOFTWARE VERSION

Display the software version. N/A N/A

LOAD DEFAULTS

All settings are returned to factory defaults.

Yes,

No No

CALIBRATE TOUCHSCREEN

Recalibrate the screen after loading factory defaults. N/A N/A

SETUP MENU

TOOLBOX TEMP

SENSORS

RELAYS

ALERTS

HUMIDITY

VENT

Setup

Setup - Toolbox

Installer Settings

Setting Range Default

Screen Page 1

FLOOR MIN - WAKE

Select the floor temperature while in the wake schedule.