Universal Devices ISY-994i Series User manual

ISY-994i Series User Guide
October 29, 2015
V4.3.26
(Supporting Firmware Release 4.2.18 and above)

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Table of Contents
1Introduction................................................................................................................................1
1.2 What's Included ......................................................................................................................2
1.3 Requirements & Recommendations............................................................................................2
1.4 The ISY Front Panel..................................................................................................................3
1.5 The ISY Rear Panel ...................................................................................................................4
2Installation..................................................................................................................................5
2.1 Hardware Installation...............................................................................................................5
2.2 Connecting to the ISY from a Local PC .........................................................................................5
2.3 The HTML Interface .................................................................................................................8
2.4 Launching the Administrative Console.......................................................................................11
3The Administrative Console......................................................................................................11
3.1 Basic Configuration................................................................................................................12
3.1.1 Setting the User ID and Password ..................................................................................12
3.1.2 Setting the Time and Location .......................................................................................13
3.1.3 Keyboard Navigation ...................................................................................................13
3.1.4 Themes.....................................................................................................................13
3.2 The Main Tab........................................................................................................................15
3.2.1 Adding INSTEON Devices ..............................................................................................15
3.2.2 Adjusting Settings on INSTEON Devices ...........................................................................18
3.2.3 Creating INSTEON Scenes ............................................................................................. 21
3.2.4 Organizing INSTEON Devices and Scenes .........................................................................24
3.2.5 Controlling INSTEON Devices and Scenes......................................................................... 25
3.2.6 Other Functions (Restore, Disable, Query, etc.) ................................................................26
3.3 The Programs/Details Tab ....................................................................................................... 27
3.3.1 The Basics of ISY Programs............................................................................................ 27
3.3.2 Creating Your First Program ..........................................................................................28
3.3.3 Building Your Programs................................................................................................ 32
3.3.4 Program Schedules...................................................................................................... 35
3.3.5 Program Conditions..................................................................................................... 36
3.3.6 Program Actions .........................................................................................................38
3.3.7 Program Folders .........................................................................................................41
3.3.8 Other Functions..........................................................................................................42
3.4 The Programs/Summary Tab ...................................................................................................43
3.5 Variables.............................................................................................................................. 44
3.5.1 Creating Variables ....................................................................................................... 44
3.5.2 Using the Status of Variables in Programs........................................................................45
3.5.3 Modifying Variables in Programs....................................................................................45
3.5.4 Using Variables in Notifications .....................................................................................46
3.6 The Integrated IR Receiver ...................................................................................................... 47
3.6.1 Using the 40 Default IR Codes .......................................................................................47
3.6.2 Using the IR Learning Mode ..........................................................................................48

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3.7 Notifications.........................................................................................................................49
3.7.1 Adding Recipients & Changing Server Settings .................................................................. 49
3.7.2 Custom Notifications ...................................................................................................50
3.8 Interfacing with the ELK..........................................................................................................51
3.9 Optional Modules..................................................................................................................54
3.9.1 Network Module ........................................................................................................54
3.9.2 Climate Module .......................................................................................................... 56
3.9.3 Electricity Module ....................................................................................................... 58
3.9.4 Open Auto Demand / Response Module..........................................................................59
3.9.5 ELK Security Module....................................................................................................59
3.9.6 X10 Module ............................................................................................................... 60
3.9.7 The Irrigation Module .................................................................................................. 61
3.9.8 Z-Wave Expansion Module ...........................................................................................62
Figure 77: ISY as a Secondary Controller.........................................................................................64
Figure 78: Synchronize Z-Wave Nodes............................................................................................67
Figure 81: Factory Reset .................................................................................................................68
Figure 82: Firmware Upgrade.........................................................................................................69
11.1 Diagnostics........................................................................................................................... 70
11.1.1 The Event Viewer........................................................................................................70
11.1.2 System Status............................................................................................................. 70
11.1.3 PLM Info/Status..........................................................................................................70
11.1.4 PLM Links Table .......................................................................................................... 70
11.1.5 Show Device Links Table...............................................................................................71
11.1.6 Show ISY Links Table....................................................................................................71
11.1.7 Scene Test .................................................................................................................72
11.1.8 Query INSTEON Engine ................................................................................................72
12 Glossary....................................................................................................................................72
Appendix A: Front and Rear Panel LEDs .........................................................................................77
Appendix B: Factory Reset..............................................................................................................79
Appendix C: Upgrading Your SD Card .............................................................................................81
Appendix D: Troubleshooting INSTEON Communication Issues.....................................................83
Appendix E: Assigning a Static IP Address to the ISY ......................................................................85
Appendix F: User Enhancement Details..........................................................................................87

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Appendix G: Manually Upgrading Your Firmware..........................................................................89
Appendix H: INSTEON Device Notes...............................................................................................91
Appendix I: Sample ISY Programs...................................................................................................95
Appendix J: Event Viewer Log Details.............................................................................................99
Table of Figures
Figure 1: ISY Front Panel.........................................................................................................................3
Figure 2: ISY-994i Series Rear Panel ..........................................................................................................4
Figure 3: Login Window..........................................................................................................................7
Figure 4: Help/About Menu ....................................................................................................................7
Figure 5: My URL...................................................................................................................................7
Figure 6: ISY’s Home Tab ........................................................................................................................9
Figure 7: File Menu/ Set Userid/Password ...............................................................................................12
Figure 8: Setting the Clock ....................................................................................................................13
Figure 9: Change Theme Menu ..............................................................................................................14
Figure 10: Theme Samples ....................................................................................................................15
Figure 11: The Main Tab.......................................................................................................................15
Figure 12: The Link Management Menu ..................................................................................................16
Figure 13: Linking Options ....................................................................................................................17
Figure 14: New INSTEON/A10/X10 Screen ...............................................................................................18
Figure 15: File/Automatic Writes Options ................................................................................................19
Figure 16: Devices with Pending Changes ................................................................................................20
Figure 17: Write Updates to Device Screen .............................................................................................20
Figure 18: New Scene Screen ................................................................................................................21
Figure 19: Choose Scene Screen.............................................................................................................22
Figure 20: Cross-Linking .......................................................................................................................22
Figure 21: Multiple Responders with 1 Controller......................................................................................23
Figure 22: Controller Properties.............................................................................................................24
Figure 23: Scene Controls .....................................................................................................................25
Figure 24: Restore Confirmation Window ................................................................................................26
Figure 25: Creating a Program ...............................................................................................................28
Figure 26: Naming a Program ................................................................................................................28
Figure 27: If Statement ........................................................................................................................28
Figure 28: Schedule at Sunset................................................................................................................29
Figure 29: Adding to the If Statement .....................................................................................................29
Figure 30: Adding a Then Statement .......................................................................................................30
Figure 31: Entering a Then Statement .....................................................................................................30
Figure 32: Changing the If Statement ......................................................................................................31
Figure 33: Updating the Schedule...........................................................................................................31
Figure 34: Adding an Else Statement.......................................................................................................32
Figure 35: Enhanced Sample Program .....................................................................................................32
Figure 36: Additional Program Buttons....................................................................................................33
Figure 37: Grouping Conditions .............................................................................................................33
Figure 38: Adding Program Comments ....................................................................................................34

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Figure 39: Temporarily Disable a Program................................................................................................34
Figure 40: Disabled Programs ................................................................................................................34
Figure 41: Unsaved Programs with Changes .............................................................................................35
Figure 42: Schedule Screen –Time Range ................................................................................................35
Figure 43: Schedule Screen –Time & Day ................................................................................................36
Figure 44: Status Condition –100% Bright ...............................................................................................37
Figure 45: Status Condition –Any Brightness............................................................................................37
Figure 46: Fast On Condition .................................................................................................................38
Figure 47: X10 Condition ......................................................................................................................38
Figure 48: Wait Action .........................................................................................................................40
Figure 49: Random Action ....................................................................................................................40
Figure 50: Flash Lights ON and OFF.........................................................................................................41
Figure 51: Folder Conditions .................................................................................................................42
Figure 52: ISY Toolbar ..........................................................................................................................43
Figure 53: Counter Variable ..................................................................................................................45
Figure 54: Increment a Variable by 1.......................................................................................................46
Figure 55: Set a Variable’s Initial Value....................................................................................................46
Figure 56: Email Based on Motion Sensor Trigger ......................................................................................46
Figure 57: Email Recipients Screen .........................................................................................................49
Figure 58: Motion Sensor Email .............................................................................................................51
Figure 59: Scheduling an Email ..............................................................................................................51
Figure 60: ELK Configuration Screen .......................................................................................................52
Figure 61: ELK Status Screen .................................................................................................................52
Figure 62: Import Lighting Data .............................................................................................................53
Figure 63: Networking Actions...............................................................................................................55
Figure 64: Weather Stations..................................................................................................................56
Figure 65: HAM Weather Configuration ..................................................................................................57
Figure 66: Local Weather Information.....................................................................................................57
Figure 67: Using Climate Conditions .......................................................................................................58
Figure 68: Electricity Meter Settings Screen .............................................................................................58
Figure 69: Electricity Conditions.............................................................................................................59
Figure 70: ELK Resources ......................................................................................................................59
Figure 71: Using ELK Conditions .............................................................................................................60
Figure 72: ELK Actions..........................................................................................................................60
Figure 73: Adding an X10 Device ............................................................................................................61
Figure 74: Ham Weather Settings...........................................................................................................62
Figure 75: ISY as the Primary Controller and the Z-Wave network is empty ....................................................63
Figure 76: ISY as the Primary Controller and the Z-Wave network is not empty...............................................63
Figure 77: ISY as a Secondary Controller ..................................................................................................64
Figure 78: Synchronize Z-Wave Nodes ....................................................................................................67
Figure 79: Synchronize one Z-Wave Node ...............................................................................................67
Figure 80: Antenna .............................................................................................................................68
Figure 81: Factory Reset .......................................................................................................................68
Figure 82: Firmware Upgrade ................................................................................................................69
Figure 78: Sample Log File ....................................................................................................................99

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1 Introduction
Thank you for purchasing a Universal Devices, Inc. ISY Series device. The ISY provides
central control of home automation devices in a residence and is designed to play the role of
home automation device controller in any domestic UPnP network.
When properly accessorized, automation devices controlled by the ISY include: INSTEON
lighting devices, ZigBee devices, Z-Wave devices, X10 lighting and power devices, relays,
fans, curtain sweeps, thermostats, motion sensors, intruder alarms, power consumption
monitors and many others. ISY interfaces securely to both wireless and wire line local area
networks and the internet. Controlled systems can be managed via a browser interface
from any smartphone or other internet browser from any location with internet access.
The user guide concentrates on INSTEON functionality in it’s examples. Depending on your
device’s options INSTEON may or may not be installed, however examples are
interchangeable with other devices and protocols.
With the ISY, you can:
Program, configure and manage your INSTEON, Z-Wave and X10 devices
Automate your home using sophisticated timers, triggers, and macros
Conserve energy in your home
Remotely control your home using the ISY’s web interface
And, MUCH more!
This User Guide will help you install and configure your ISY and will provide links to
additional resources that you may find helpful. Please read through this guide before
beginning installation.
1.1 Lighting and Power Overview
In order to make the most of the capabilities of the ISY, the user will find that a basic
understanding of the devices to be controlled is helpful. This section contains a review of the
salient characteristics of the types of device that the ISY can control.
When lights or power outlets are automated, the devices involved will almost always use Z-
Wave, INSTEON, or X10 protocols. Such devices include light switches, power sockets, wired
and remote controllers and IR receivers. Although INSTEON or X10 protocols can coexist in the
same device (often referred to as dual-band), the way each of the protocols operates is quite
different. The ISY controls both together so they can form a managed lighting solution that is
simple to operate and easy to enhance.

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Following is an overview of the INSTEON, Z-Wave and X10 protocols. Please refer to 12
Glossary for a detailed description of each of these protocols.
INSTEON: An integrated network protocol that combines wireless radio frequency (RF)
with the home's existing electrical wiring. This dual-mesh network approach means
INSTEON is faster and more reliable than X10. INSTEON is a peer-to-peer network - its
devices do not require network supervision. For straightforward applications an INSTEON
network can operate effectively without a central controller.
Z-Wave: is a wireless communications protocol designed for home automation, specifically to remotely
control applications in residential and light commercial environments. The technology uses a low-power
RF radio embedded or retrofitted into home electronics devices and systems, such as lighting, residential
access control, entertainment systems and household appliances.
X10: A protocol that primarily uses power line wiring for signaling and control. X10 switches
operate by responding to the physical control (switch) on the device itself or by responding to an
X10 control signal addressed to that switch from an X10 signal source elsewhere in the
residence’s electrical system. Typically, X10 devices are either controllers that generate X10
signals or light switches or electrical sockets that respond to X10 signals. Although, as a
protocol, X10 lacks the capabilities and operational reliability of INSTEON, X10 switches
remain the preferred way to control devices that may create surges at power-on such as
traditional fluorescent lights and general-purpose electrical sockets.
1.2 What's Included
Depending on the package you purchased, you received at least the following:
ISY-994i Series device
Two (2) Standard Category 5e Ethernet patch cables
Quick Start guide
1.3 Requirements & Recommendations
In addition to the ISY package, the following are required:
PowerLinc Modem (PLM): a Smarthome 2412S (now discontinued) or 2413S is required
to communicate to and from your INSTEON devices. The 2413S can be purchased at
Smarthome as follows: http://www.smarthome.com/2413s.html
A Java-enabled web browser (such as Internet Explorer or FireFox): is required to
launch the ISY’s Administrative Console. The latest version of Java can be downloaded
from: http://www.java.com/getjava
A DHCP-enabled router or other DHCP-enabled network: is recommended for
installation and configuration ease. If using a non-DHCP-enabled router, or a direct
connection to a computer that is not a DHCP server using an Ethernet cross-over cable (not

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included), you must have a micro USB cable and available USB port on your computer to
configure the ISY's network parameters.
1.4 The ISY Front Panel
The ISY’s front panel has several elements with which you should become familiar:
Figure 1: ISY Front Panel
The LEDs on the front of your unit show the current status of your ISY. They can also
assist with troubleshooting any issues you may be having. For more information on the
ISY’s front panel LEDs, please see Appendix A: Front and Rear Panel LEDs.
A Reset button is located on the front of your ISY. To simply reboot your ISY, use a
sharp object to briefly press the ISY’s recessed Reset Button. To factory reset your ISY,
please see Appendix B: Factory Reset.
Certain ISYs include an integrated IR receiver located on the front of the unit. This IR
receiver can be used to control your home using an RC-5-capable universal remote
control.
Your ISY may also include an externally accessible SD card slot. Please DO NOT
remove the SD card while the ISY is running. ISY’s without an external SD slot must be
opened in order to replace the SD card. For instructions on replacing your SD card,
please see Appendix C: Upgrading Your SD Card.

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1.5 The ISY Rear Panel
The rear panel of the ISY features the following:
Figure 2: ISY-994i Series Rear Panel
The Power port is used to provide power to the ISY with an AC adapter. This may not be
necessary if using a 2412S PLM, but is required when using a 2413S PLM. Please use an AC
adapter that provides 5V DC, a minimum of 300mA, and is center terminal positive.
Even if using a 2412S PLM, there are several reasons why you may want to use a separate
AC adapter instead of power provided by the PLM:
An AC adapter can be plugged into a UPS to help protect the ISY from power outages
and power surges. The PLM cannot be plugged into a UPS.
Powering the ISY using a separate AC adapter may help improve (by a small amount)
the signal strength of the INSTEON PLM.
Port A is an RJ-45 connector used to attach your INSTEON PLM to the ISY. This allows the
ISY to communicate with your INSTEON devices. Please use a standard Category 5e
network patch cable (included) to connect your ISY to the PLM. WARNING: DO NOT use
this port to connect to an Ethernet router or switch.
The Monitor port is a micro USB port used for initial configuration for users without a
DCHP-enabled network, or for advanced troubleshooting. Please use a standard micro USB
cable to connect your ISY to an available USB port on your PC.
The Network jack is used to attach the ISY to your Ethernet network. Use a standard
Category 5e network patch cable (included) to plug your ISY into an available network jack
on your router or switch. If connecting directly to a PC for programming, please use an
Ethernet cross-over cable (not included). WARNING: DO NOT use this port to connect to
an INSTEON PLM.

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2 Installation
Installation of the ISY is completed in several easy steps. The following instructions
assume that you are installing the ISY on a DHCP-enabled network (true in the vast
majority of cases) and are using a Windows-based PC to connect to the ISY.
If you do not have a router or other DHCP-enabled network to plug the ISY into and plan on
using a direct connection to a PC, or if you are using an OS other than Windows, please see
our online Wiki for more advanced installation instructions: http://wiki.universal-
devices.com
2.1 Hardware Installation
Installation of the ISY hardware is completed in three easy steps:
1. Connect your ISY into your home network. Plug one end of an included Ethernet cable
into the ISY Network jack. Plug the other end of the cable into your router or network
switch/hub.
2. Connect your ISY with the INSTEON PLM. Plug one end of an included Ethernet cable
into ISY Port A. Plug the other end of the cable into your PLM.
3. Apply power to the PLM and ISY by plugging it into a standard power outlet. Do not
plug the PLM into a UPS or surge protector of any kind. If possible, avoid plugging the
PLM into an outlet on the same circuit as other electronic devices to ensure optimal
communications with your INSTEON devices. For information on troubleshooting
INSTEON communication issues, and tips on creating a reliable INSTEON network, see
Appendix D: Troubleshooting INSTEON Communication Issues.
Once power is supplied to your ISY, it automatically boots up. The RX, TX, and Memory
LEDs may flash briefly, and the POWER LED should be on steady. The two small green
LEDs on the ISY’s Network Jack should be on (indicating a good network connection) and
may flash (indicating network activity). Please refer to Appendix A: Front and Rear
Panel LEDs for further details on the front panel.
2.2 Connecting to the ISY from a Local PC
There are several requirements for connecting to your ISY from a PC on your network:
Web Browser: Please ensure your PC is running a Java-enabled web browser, such as
Internet Explorer or FireFox.