Universal Devices ISY-99i Series User manual

ISY-99i & 994i Series User Guide
April 27, 2013
(Supporting Firmware Release 3.3.10 and above)

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Table of Contents
1Introduction................................................................................................................................1
1.1 What's Included ................................................................................................................... 1
1.2 Requirements ...................................................................................................................... 1
1.3 Getting To Know Your ISY ....................................................................................................... 2
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......................................................................................................12
3.1 Basic Configuration ............................................................................................................. 12
3.1.1 Setting the User ID and Password ................................................................................ 12
3.1.2 Setting the Time and Location..................................................................................... 12
3.1.3 Keyboard Navigation................................................................................................. 13
3.1.4 Themes .................................................................................................................. 14
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........................................................................................... 20
3.2.4 Organizing INSTEON Devices and Scenes ....................................................................... 23
3.2.5 Controlling INSTEON Devices and Scenes....................................................................... 24
3.2.6 Other Functions (Restore, Disable, Query, & more).......................................................... 25
3.3 The Programs \ Details Tab................................................................................................... 25
3.3.1 The Basics of ISY Programs ......................................................................................... 26
3.3.2 Creating Your First Program........................................................................................ 26
3.3.3 Building Your Programs ............................................................................................. 30
3.3.4 Program Schedules ................................................................................................... 33
3.3.5 Conditions .............................................................................................................. 34
3.3.6 Program Actions ...................................................................................................... 36
3.3.7 Program Folders....................................................................................................... 39
3.3.8 Other Functions ....................................................................................................... 40
3.4 The Programs \ Summary Tab ............................................................................................... 41
3.5 Variables........................................................................................................................... 42
3.5.1 Creating Variables .................................................................................................... 42
3.5.2 Using the Status of Variables in Programs...................................................................... 43
3.5.3 Modifying Variables in Programs ................................................................................. 43
3.5.4 Using Variables in Notifications ................................................................................... 44
3.6 The Integrated IR Receiver.................................................................................................... 45
3.6.1 Using the 40 Default IR Codes ..................................................................................... 45
3.6.2 Using the IR Learning Mode........................................................................................ 46
3.7 Notifications...................................................................................................................... 47
3.7.1 Adding Recipients & Changing Server Settings ................................................................ 47

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3.7.2 Custom Notifications................................................................................................. 48
3.8 Interfacing with the Elk ........................................................................................................ 50
3.9 Optional Modules............................................................................................................... 52
3.9.1 Network Module...................................................................................................... 52
3.9.2 Climate Module ....................................................................................................... 55
3.9.3 Electricity Module .................................................................................................... 57
3.9.4 Open Auto Demand / Response Module........................................................................ 58
3.9.5 ELK Security Module ................................................................................................. 58
3.9.6 X10 Module ............................................................................................................ 59
3.9.7 The Irrigation Module ............................................................................................... 60
3.10 Diagnostics........................................................................................................................ 61
3.10.1 The Event Viewer ..................................................................................................... 61
3.10.2 System Status.......................................................................................................... 62
3.10.3 PLM Info/Status ....................................................................................................... 62
3.10.4 PLM Links Table ....................................................................................................... 62
3.10.5 Show Device Links Table ............................................................................................ 62
3.10.6 Show ISY Links Table ................................................................................................. 63
3.10.7 Scene Test .............................................................................................................. 63
3.10.8 Query INSTEON Engine .............................................................................................. 63
4Glossary....................................................................................................................................64
5Index.........................................................................................................................................65
Appendix A: Front and Rear Panel LEDs ........................................................................................66
Appendix B: Factory Reset.............................................................................................................69
Appendix C: Replacing / Upgrading Your SD Card .........................................................................71
Appendix D: Upgrading Your Firmware.........................................................................................75
Appendix E: Assigning a Static IP Address to the ISY......................................................................77
Appendix F: INSTEON Device Notes...............................................................................................79
Appendix G: Sample ISY Programs.................................................................................................83
Appendix H: Troubleshooting INSTEON Communication Issues....................................................85
Table of Figures
Figure 1 ISY-99i Series Rear Panel ......................................................................................................... 2
Figure 2 ISY-994i Series Rear Panel........................................................................................................ 3
Figure 3 Login Window....................................................................................................................... 7

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Figure 4 Help/About Menu.................................................................................................................. 7
Figure 5 My URL................................................................................................................................ 7
Figure 6 ISY’s HTML Interface............................................................................................................... 9
Figure 7 Admin Console/File Menu ..................................................................................................... 12
Figure 8 Setting the Clock.................................................................................................................. 13
Figure 9 Change Theme Menu ........................................................................................................... 14
Figure 10 Theme Samples ................................................................................................................. 14
Figure 11 The Main Tab .................................................................................................................... 15
Figure 12 The Link Management Menu ................................................................................................ 16
Figure 13 Linking Options.................................................................................................................. 16
Figure 14 New INSTEON/A10/X10 Screen ............................................................................................. 18
Figure 15 File/Automatic Writes Menu ................................................................................................ 19
Figure 16 Pending Changes Icon ......................................................................................................... 19
Figure 17 Write Updates to Device...................................................................................................... 20
Figure 18 New Scene Screen.............................................................................................................. 21
Figure 19 Choose Scene Screen .......................................................................................................... 21
Figure 20 Cross-Linking..................................................................................................................... 22
Figure 21 Multiple Responders with 1 Controller ................................................................................... 22
Figure 22 Controller Properties .......................................................................................................... 23
Figure 23 Scene Controls .................................................................................................................. 24
Figure 24 Creating a Program............................................................................................................. 26
Figure 25 Naming a Program ............................................................................................................. 27
Figure 26 IF Statement ..................................................................................................................... 27
Figure 27 Schedule at Sunset ............................................................................................................. 27
Figure 28 Adding to the IF Statement .................................................................................................. 28
Figure 29 Adding a THEN Statement.................................................................................................... 28
Figure 30 Adding to the THEN Statement ............................................................................................. 28
Figure 31 Highlight “Time is Sunset”.................................................................................................... 29
Figure 32 Updating the Schedule ........................................................................................................ 29
Figure 33 Adding an ELSE Statement ................................................................................................... 30
Figure 34 Adding to the THEN Statement ............................................................................................. 30
Figure 35 Additional Program Buttons ................................................................................................. 31
Figure 36 Grouping Conditions........................................................................................................... 31
Figure 37 Adding Program Comments.................................................................................................. 32
Figure 38 Temporarily Disable a Program ............................................................................................. 32
Figure 39 Display of Disabled Programs................................................................................................ 32
Figure 40 Display of Unsaved Programs with Changes ............................................................................. 33
Figure 41 Schedule Screen –Time Range.............................................................................................. 33
Figure 42 Schedule Screen –Time & Day .............................................................................................. 34
Figure 43 Status Condition –100% Bright ............................................................................................. 35
Figure 44 Status Condition –Any Brightness ......................................................................................... 35
Figure 45 FAST ON Condition ............................................................................................................. 36
Figure 46 X10 Condition ................................................................................................................... 36
Figure 47 WAIT Action...................................................................................................................... 38
Figure 48 RANDOM Action ................................................................................................................ 38
Figure 49 Flash Lights ON and OFF ...................................................................................................... 39
Figure 50 Folder Conditions............................................................................................................... 40
Figure 51 ISY Toolbar ....................................................................................................................... 41
Figure 52 Counter Variable................................................................................................................ 43
Figure 53 Increment a Variable by 1 .................................................................................................... 44

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Figure 54 Set a Variable’s Initial Value ................................................................................................. 44
Figure 55 Email Based on Motion Sensor Trigger.................................................................................... 44
Figure 56 Email Recipients Screen....................................................................................................... 48
Figure 57 Motion Sensor Email........................................................................................................... 49
Figure 58 Scheduling an Email............................................................................................................ 49
Figure 59 ELK Configuration Screen..................................................................................................... 50
Figure 60 ELK Status Screen............................................................................................................... 51
Figure 61 Import Lighting Data........................................................................................................... 52
Figure 62 Networking Actions ............................................................................................................ 54
Figure 63 Weather Stations ............................................................................................................... 55
Figure 64 Local Weather Information .................................................................................................. 56
Figure 65 Using Climate Conditions ..................................................................................................... 57
Figure 66 Electricity Meter Settings Screen ........................................................................................... 57
Figure 67 Electricity Conditions .......................................................................................................... 58
Figure 68 ELK Resources ................................................................................................................... 58
Figure 69 Using ELK Conditions .......................................................................................................... 59
Figure 70 ELK Actions....................................................................................................................... 59
Figure 71 Adding and X10 Device........................................................................................................ 60
Figure 72 WeatherBug Settings .......................................................................................................... 61
Figure 73 ISY Front Panel .................................................................................................................. 66
Figure 74 ISY with Cover Removed...................................................................................................... 72
Figure 75 Assigning a Static IP Address................................................................................................. 77

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1Introduction
Thank you for purchasing an ISY-99i / 994i Series device –Universal Devices, Inc.’s line of
intelligent, stand-alone, web-enabled INSTEON controllers.
With the ISY-99i / 994i Series, you can:
Program, configure and manage your INSTEON 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 to get your ISY-99i / 994i installed and configured, and will
provide links to additional resources which you may find helpful. Please read through this
guide before beginning installation.
1.1 What's Included
Depending on the package you have purchased, you should receive at a minimum:
ISY-99i or 994i Series device
(2) Standard Category 5e Ethernet patch cables
Quick Start guide
The ISY-99i / 994i Series controller also requires a Smarthome 2412S (now discontinued)
or 2413S Power-Line Modem (PLM), which is sold separately direct from Smarthome.
NOTE: If using a 2412S PLM, no separate power supply is required for the ISY since the
necessary power is supplied directly from the PLM. If using a 2413S PLM, the ISY will
require a separate power supply. If needed, use a power supply with the following specs:
5-30 VDC
300 mA minimum
Center positive 2mm male barrel jack
1.2 Requirements
The ISY requires a Smarthome 2412S (now discontinued) or 2413S Power-Line Modem
(PLM) to communicate to and from your INSTEON devices:
http://www.smarthome.com/2413s.html

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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 easiest
installation and configuration of the ISY.
If using a non-DHCP-enabled router, or a direct connection to a computer which is not a
DHCP server using an Ethernet cross-over cable (not included), the following are required
in order to configure the ISY's network parameters:
For the ISY-99i series device you will need a null-modem serial cable and available
serial port (or USB to serial adapter) on your computer.
For the ISY-994i series device you will need a micro USB cable and available USB port
on your computer.
1.3 Getting To Know Your ISY
The ISY’s front panel has several elements you should be familiar with:
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 and what they mean, please see Appendix A: Front 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: Performing a Factory Reset.
Certain ISY-99i Series controllers 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.
The rear panel of the ISY features the following:
Figure 1 ISY-99i Series Rear Panel

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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 (now discontinued), but is required when using a 2413S
PLM. Please use an AC adapter that provides 5VDC, 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 between your ISY and the PLM. WARNING: DO
NOT use this port to connect to an Ethernet router or switch.
Port B (ISY-99i Series ONLY) is a 9-pin female RS-232 serial port used for initial
configuration for users without a DHCP-enabled network, or for advanced troubleshooting.
Please use a standard 9-pin null-modem serial cable (included with the PRO version) to
connect your ISY to your PC’s serial port.
The Monitor port (ISY-994i Series ONLY) 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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NOTE: 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: Replacing / Upgrading
Your SD Card.

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2Installation
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 several easy steps:
1. Plug your ISY into your home network. Simply plug one end of an included Ethernet
cable into the ISY’s Network jack. Plug the other end of the cable into your router or
network switch/hub.
2. Plug your ISY into the INSTEON PLM. Connect one end of the included Ethernet cable
and attach it to Port A on the ISY. The other end of the cable plugs into your INSTEON
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 H: Troubleshooting INSTEON Communication Issues.
Once power is supplied to your ISY, it will automatically boot up. The RX, TX, and Mem
LEDs may flash briefly, and the PWR 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).
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:
Java: Please ensure that the latest edition of Java is installed on your computer. The
latest Java downloads may be found at:
http://www.java.com/getjava