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White Rodgers SST User guide
UP300 Programmable Thermostat
Installation Instructions & User Guide
For Installation Help
For
1-877-654-9394
1
-877-654-9394
877 654 9394
White-Rodgers.com
White-Rodgers
8100 West Florissant Avenue
St. Louis, MO 63136
© 2011 Printed in China
0037-7256A
Congratulations on the purchase of your White-Rodgers™ thermostat!
Save these instructions for future use!
Questions? Contact White-Rodgers™
customer service at 1-877-654-9394
TABLE OF CONTENTS
• Failure to read and follow all instructions carefully before installing
or operating this control could cause personal injury and/or
property damage.
• The thermostat may stop controlling temperature and your house
may freeze or overheat when batteries are too low. Batteries must
be changed when
appears on the display.
ATTENTION: MERCURY NOTICE
This product does not contain mercury. However, this product may replace a
product that contains mercury. Mercury and products containing mercury must
not be discarded in household trash. Do not touch any spilled mercury. Wearing
non-absorbent gloves, clean up any spilled mercury and place in a sealed
container. For proper disposal of a product containing mercury or a sealed
container of spilled mercury, place it in a suitable shipping container.
Refer to www.WhiteRodgers.com for location to send product containing
mercury.
These symbols are used throughout this User Guide.
Watch for them to identify:
Cautions
Tips
Programmable Features
Part 1: Before Getting Started ...................................................... Page 2
1.1 Check package contents
1.2 Answer questions about source of heating in your home
1.3 Assemble tools
1.4 Turn off power to your heating and cooling system
Part 2: Remove Old Thermostat and Install New Thermostat .... Page 4
2.1 Expose wires connected to old thermostat
2.2 Label and disconnect the wires
2.3 Install new thermostat’s wallplate
2.4 Match and connect wires
2.5 Install additional wiring (for Heat Pumps only)
2.6 Set switches
2.7 Install batteries
2.8 Snap thermostat to the wallplate
Part 3: Quick Setup ..................................................................... Page 14
3.1 Get to know your thermostat
3.2 Set fan and system switches
3.3 Select options
3.4 Turn on power to your heating and cooling system
3.5 Set time and date
3.6 Review pre-programmed schedule
Part 4: Additional Thermostat Features .................................... Page 20
4.1 Customize the pre-programmed schedule
4.2 Set favorite temperatures (home / sleep / away)
4.3 Set temporary hold at
4.4 Bypass the schedule (permanent hold)
4.5 Set vacation hold
4.6 Change batteries
4.7 Activate permanent auxiliary heat (for Heat Pumps only)
4.8 Set keypad lockout
4.9 Set change filter reminder
4.10 Adjust actual temperature display
Part 5: Troubleshooting Guide .................................................... Page 30
Appendix: Heat Pump Identification .......................................... Page 32
1
1.2 Answer questions about source of
heating in your home
Part 1 Before Getting Started
Before getting started, please review the following
pre-installation checklist.
✔ Do you have either oil or gas burning furnace?
✔ Do you have a Heat Pump (and is it 1-stage or 2-stage)?*
✔ Do you have Hydronic Heating (steam or hot water radiators or
radiant floor heating)?
1.1 Check package contents
Open the package and verify that the following items are included:
•
•
•
•
•
Thermostat (A) and Wallplate (B)
Mounting screws and wall anchors (C)
Wire Labels
Heat Pump kit (D)
Installation Instructions and User Guide
*To determine if you have a Heat Pump and/or whether it is
a 1-stage or 2-stage model, see the Appendix on the last page of
the Manual.
1.3 Assemble tools
You will need the following tools:
✔ Flat-head screwdriver
✔ 2 AA alkaline batteries
Y2 L O/B Y
G W
You may also need:
✔ Hammer
✔ Drill with 3/16" (4 mm) bit
✔ Small pliers to bend wires
6 W2 C
B
A
C
HEAT PUMP KIT
D
1.4 Turn off power to your heating and
cooling system
Typically, this is achieved by flipping a switch on the outside of the
furnace/air handler to the “OFF” position.
If any of the items shown above are missing from your package,
call White-Rodgers™ customer service at 1-877-654-9394 before
returning the thermostat to your place of purchase.
2
Do not turn the system back on until you have
completed the installation and set up of the thermostat.
3
Part 2 Remove Old Thermostat and
Install New Thermostat
3-Part unit
Do not disconnect wires from the old thermostat until you
label all the wires according to this manual.
Base
Cover
2.1 Expose wires connected to
old thermostat
Wallplate
2-Part unit
C
AUX
G
E
Y
L
W
RC
2.1.1 After turning off power to your heating & cooling system,
expose wallplate with wires and wire terminals. The required
steps vary depending on your old thermostat type.
R
Cover
Your old thermostat may consist of:
• 3 parts: a cover, base and wallplate
or
• 2 parts: a cover and wallplate
4
Wallplate
✔ The Cover: This usually pulls off, but is sometimes secured by a
screw which must be loosened.
✔ The Base: This either pulls off or needs to be removed by loosening
screws under the cover.
✔ The Wallplate: This is removed by loosening the screws that hold
the thermostat to the wall.
5
2.1.2 Loosen all screws holding the old thermostat’s wallplate to
the wall. Do not disconnect the wires from terminals. Allow
the wallplate to hang loosely on the wires.
2.2 Label and disconnect the wires
2.2.1 Note you may see two types of wiring in the old thermostat:
1. Wires leading from the wall to a
terminal on the thermostat
wall
Wall opening
2. Wires connecting one terminal to
another (jumper wire).
These don’t have to be labeled.
Wallplate hanging on the wires
✔ Ignore wire colors. There is no standard color code for
thermostat wires.
✔ Ignore existing wire labels, if they are present.
✔ Use the provided labels to label/re-label the thermostat wires.
✔ The new labels must remain on the wires at least until the
installation process is complete.
✔ No two wires can have the same label.
wall
C
wall
C
6
7
2.2 Label and disconnect the wires (cont.)
2.2.2 Label each wire that comes out of the wall and attaches to
terminals on the old thermostat. Use labels provided with your
new thermostat.
1. Note the letter printed near each wired terminal
2. For each out-of-the-wall wire:
– find its terminal letter(s) in the left column of the table
on page 9,
– label the wire according to the right column of the table.
3. Circle all your out-of-the-wall labeled wires in the right column of
the table on page 9:
If the OLD thermostat’s
terminal is wired into the wall
and identified by this letter…
wall
wall
8
G
R, 5, R5, RC or RH
wall
R
W, 4, W1
wall
W2, W-U
wall
wall
Y, Y1
wall
wall
Y2
wall
wall
O
wall
wall
6
wall
wall
L, F
wall
X, C
wall
Example
Mislabeling the wires could result in damage to your
heating and cooling unit.
Contact White-Rodgers™ Customer Service at 1-877-654-9394 if:
✔ You see RC and RH terminals not jumped together and both
wired into the wall.
✔ Your old thermostat contains any wired terminals not listed in the
table on page 9.
wall
wall
C
Note: No thermostat installation uses all of the wires shown
on page 9. In most cases, between 4 and 5 terminals are wired.
G
wall
wall
You’ll need this information further in the installation process!
…Then label its wire with
this letter:
wall
W
W2
Y
Y2
O
6
L
C
If terminal “O” is NOT wired. wall
wall
B
If terminal “O” is wired.
B
wall
C
9
2.2.3 After labeling all the wires, use a screwdriver to disconnect
each wire from its terminal. Remove the old thermostat.
2.4 Match and connect wires
2.4.1 Match each wire coming from the wall to its corresponding
terminal, as shown in the illustration below. Insert each wire into
the hole on the side of its matching terminal. Using a screwdriver,
tighten the screw securely. DO NOT REMOVE THE WIRE LABELS.
Make sure that the wires don’t fall
into the wall after you detach them from
the old thermostat. You may choose to
tape them to the wall or tightly wind them
around a pencil or screwdriver.
No thermostat installation uses all of the wires shown below.
In most cases, between 4 and 5 terminals are wired. The remaining
terminals will not be used.
L
O/B
Y
G
W
6
W2
C
l O/B Y
G
W
C
6 W2 C
R
R
W2
C
W2
6
6
W
W
G
G
Y
Y
Y2
Y2
L
R
R
Mounting hole
O
ELE
Y2
L
or
2.3.1 Detach the new thermostat’s wallplate from the rest of the
thermostat and position the wallplate on the wall according to
the illustration below, passing the labeled wires through the
wire hole in the center of the wallplate.
2.3.2 With the wallplate
flush against the
wall, mark
mounting holes
with a pencil.
Y2
O
Do not allow wires to touch each other or parts on
the thermostat. Doing so could result in damage to your heating and
cooling unit.
B
2.3 Install new thermostat’s wallplate
GAS
SW5
B
SW1
A maximum of one wire from the wall can be wired
into each terminal.
Wallplate
2.3.3 Move the wallplate aside. Drill the mounting holes using a 3/16"
drill bit. With a hammer, tap the wall anchors, provided in the
package, into the drilled holes.
2.3.4 Position the wallplate on the wall again and screw the mounting
screws into the wall anchors. Do not use a power screwdriver,
you may damage your thermostat.
10
11
2.5 Install additional wiring
2.6 Set Switches
(for Heat Pumps only)
If your HVAC system does NOT include a Heat Pump, continue to 2.6.
If your HVAC system includes a Heat Pump, in addition to wiring
described in point 2.4.1 connect thermostat terminals as shown
below. Use the jumper wires provided in the Heat Pump Kit, included
in the package. Secure the wires in the terminals by tightening the
terminal screws in a clockwise direction.
Find two switches located on in the lower right corner of the wallplate
labeled ELE/GAS and O/B. Set them as follows:
• If you have NO wires labeled
O or B, set the switch to O.
• If a wire is labeled O, set this
switch to O.
• If a wire is labeled B, set this
switch to B.
• If you have either a gas or
oil furnace, set the switch to
GAS.
• If you do NOT have either a
gas or oil furnace, set the
switch to ELE (Electric).
To determine if you have a Heat Pump and/or whether it is
a 1-stage or 2-stage model, see the Appendix at the end of this
manual.
Y2
Additional jumper wiring for 1-stage Heat Pump
ELE
Heat Pump kit
jumper wire
L
O/B
Y
G
W
6
W2
L
O/B
Y
G
W
6
W2
C
R
Heat Pump kit
jumper wires
Additional jumper wiring for 2-stage Heat Pump
O
R
O
ELE
Y2
C
B
GAS
GAS
SW5
B
SW1
2.7 Install batteries
Install 2 AA alkaline batteries (not included) into the battery
compartment at the top of the thermostat wallplate.
2.8 Snap thermostat to the wallplate
Do not restore power to the heating and cooling system
Y2
L
O/B
Y
12
G
W
6
W2
C
R
until instructed.
13
3.2 Set fan and system switches
Part 3 Quick setup
3.1 Get to know your thermostat
System Mode
Heating / Cooling
Indicates
Permanent
Auxiliary
Heat Mode
(Heat Pumps
only)
Indicates
System is
Currently
Providing
Heating or
Cooling
Actual
Temperature
Desired
Temperature
Favorite
Temperatures
Presets
Fan Switch
On - fan always on
for air circulation
Auto - fan runs
only when system
provides Heating or
Cooling
14
Control Panel
Buttons
1. Open the door on the right side of the cover and locate the FAN and
SYSTEM switches.
2. Set the FAN switch to AUTO.
3. Set the SYSTEM switch to COOL (to turn on cooling) or HEAT (to
turn on heating).
4. Press the DONE button.
System Switch
Cool - Air Conditioning
Heat - Heating
Off - system turned off
15
3.3 Select options
Press the MENU button and, using the buttons scroll down until
MORE OPTIONS is flashing. Press OK.
You will be prompted to answer 6 “Options” questions, shown here.
• Use buttons to answer each question.
buttons to advance to the next question.
• Use
Options
Default Setting Additional Information
3. Do you have a
Heat Pump?
OFF
(no Heat Pump)
If you do not have a Heat
Pump, select OFF.
If you do have a Heat Pump,
use the buttons
to select (On1) for a 1-stage
or (On2) for a 2-stage
Heat Pump.
To determine if you have a Heat Pump and/or whether it is a
1-stage or 2-stage model, see the Appendix at the end of manual.
Navigation Buttons
Options
Default Setting
1. Do you want
ON
to be reminded
(13 weeks)
when it is time to
change the air filter?
Additional Information
Select default ON for now.
To modify a filter-change
reminder, see Additional
Features section 4.9.
2. Do you want the
ON
thermostat to work (programmable)
in Programmable
Mode?
Select default ON for
Programmable Mode.
Select OFF to operate in
Non-Programmable Mode.
It you select OFF, your thermostat will work as a
non-programmable unit. The clock and date will not be displayed.
Some functions, identified by
in this manual, are available
only in Programmable Mode.
16
4. Do you want the
Cycle Rate to be
Fast or Slow?
FA
(fast)
Select SL (slow) if you
have Hydronic (water
or steam) Heating.
Otherwise, use default FA.
5. Do you want
temperature
displayed in °C
(Celsius) or °F
(Fahrenheit)?
°F
(Fahrenheit)
6. How much
0 (no offset)
displayed
temperature offset
do you want?
Select default 0 for now.
To adjust the displayed
temperature reading, see
Additional Features
section 4.10
When you have answered all 6 questions, press the DONE button.
17
1. Press the MENU button and then using the buttons, scroll down
until TIME is flashing. Press OK.
2. Using the buttons, set the current hour, and press OK.
3. Using the
buttons, advance to the next screen, set the current
minutes, and press OK.
4. Repeat the process to set the current year (2 digits), month and day.
Press DONE when you are finished.
The thermostat is set to control temperature according to the following
pre-programmed, energy-efficient schedule. If this schedule meets
your needs, no further action is required.
Mon - Fri
Period
Sat - Sun
Start Time
Temp
Start Time
Temp
HEAT
3.5 Set time and date
3.6 Review pre-programmed schedule
Morning
Day
Evening
Night
6 am
8 am
6 pm
10 pm
70°F
60°F
70°F
62°F
6 am
8 am
6 pm
10 pm
62°F
70°F
70°F
62°F
COOL
3.4 Turn on power to your heating and
cooling system
Morning
Day
Evening
Night
6 am
8 am
6 pm
10 pm
78°F
85°F
78°F
82°F
6 am
8 am
6 pm
10 pm
82°F
78°F
78°F
82°F
To customize this schedule, continue to the next page (section 4.1).
Congratulations!
You have completed the basic setup of
your new thermostat. It’s ready to use.
To read about additional thermostat features, continue to section 4.
18
19
Part 4 Additional thermostat features
4.1 Customize the pre-programmed
schedule
You can change the day, time period or temperature settings of the
pre-programmed schedule.
1. Press the SYSTEM switch to HEAT (to program the heating
schedule) or COOL (to program the cooling schedule).
2. Press the MENU button, and using the
buttons, scroll down until
SCHEDULE is flashing. Press OK.
The screen will look like this:
Day(s) of the week
Time period
beginning
Time period
3. The schedule for Monday (MON) is displayed.
• To modify the start time of the first time period (Morning) use the
buttons to change the beginning of the morning time in
15-minute increments.
• Use the buttons to set the Morning temperature.
• When the time and temperature are set, press OK.
4. The next time period (Day) is now displayed. Program Day and then
Evening and Night Time Periods for Monday as you programmed
Morning.
20
5. To program subsequent days, use the Easy Copy function
OR move to step 6.
Easy Copy function
• You can copy one day’s schedule to other days of the week.
– If the Copied Day is Monday, you can copy to the remaining
working days, all remaining six days, the weekend, or any
single day.
– If the Copied Day is not Monday, you can copy to any other
single day.
• After programming a day you want to copy, press COPY/PASTE.
– The copied day will be displayed solid at the top of the screen.
– Next to it, the following day(s) will be flashing. To paste the
programmed schedule to the flashing day(s), press
COPY/PASTE.
– To paste the copied schedule to a different day, press
the DAYŒbutton to advance through the days of the week.
– When your targeted day is flashing, press DAY/COPY to
paste the schedule.
6. Repeat the process for each day by pressing the DAYŒbutton to
advance to the next day.
7. Press the DONE button when you are finished.
21
4.2 Set favorite temperatures
(home / sleep / away)
4.3 Set temporary hold at
You can override a programmed temperature for a brief period of time.
You can set your three most frequent temperatures (Home, Sleep,
Away). You can then select the settings anytime with one touch of
a button.
4.2.1 To set Home / Sleep / Away temperatures:
1. Press the HOME, SLEEP, or AWAY, button for 5 seconds, until
the screen changes.
2. Using the buttons, set the desired temperature. Press DONE.
3. Repeat the process for the remaining two Favorites.
4. You’ll need to set your favorites separately for cooling and heating.
For example, you might set “Away” to 88ºF in the summer and 55ºF
in the winter.
4.2.2 Using your Favorite Temps:
1. Press the FAVORITE TEMPS button (Home, Sleep, or Away) you
want to use.
2. By default, the Favorite temperature will automatically end at the
end of the current scheduled time period.
3. Cancel the Favorite by pressing the DONE button.
4. You can change the end time of the Favorite by using the
buttons
until the desired end time is displayed in the clock.
In non-programmable mode, your favorite temperature will
remain until you change it by pressing buttons or selecting
another Favorite Temperature.
22
1. Use the buttons to raise or lower the setting. When the desired
temperature is displayed in the upper right corner of the screen, press
OK. “Hold At” will be displayed to the left of the desired temperature.
2. By default, the override will automatically cancel at the end of the
current scheduled time period (Morning, Day, etc.).
3. To change the ending time of the override, use the
buttons until
the desired ending time is displayed in the upper left corner of
the screen.
4. Cancel the override
by pressing the
DONE button.
4.4 Bypass the schedule
(permanent hold)
You can override the currently-programmed temperature indefinitely.
1. Use the buttons to raise or lower the setting.
2. When the desired temperature is displayed in the upper right corner
of the screen, press the PERM HOLD button. “PERM Hold at” will be
displayed to the left of the desired temperature.
3. The override will last until you cancel it.
Cancel the override by pressing the DONE button.
23
4.5 Set vacation hold
You can override a preset temperature for up to 60 days.
1. Using the buttons, set the desired temperature for Vacation Hold.
2. Press the DayΠbutton to switch to vacation hold mode.
3. Using the
buttons, select the number of days for the vacation
hold.
4. The vacation hold will automatically cancel at 8:00 am on the final
day (in this example on the 5th day)
5. Cancel the Vacation Hold by pressing DONE.
24
4.6 Change batteries
The thermostat displays battery life in three stages:
• Battery full
• Battery half-full
• Battery one-third full
– you need to replace
batteries with 2 new alkaline AA batteries
When the batteries become only one-third full,
your thermostat will automatically reduce or increase the desired
temperature setting by 10 degrees to provide you with additional
warning. You can adjust the temperature back, but you need to
replace the batteries.
25
4.7 Activate permanent auxiliary heat
(for Heat Pumps only)
4.8 Set keypad lockout
To activate:
Use this function to bypass the Heat Pump and use ONLY auxiliary
heating. This may be a comfortable solution for the coldest days, but
it typically leads to higher energy costs.
Press and hold the OK button for 3 seconds to lock the keypad. The
keypad lock icon will appear on the display.
To activate the Permanent Auxiliary Heat:
To unlock:
1. SIMULTANEOUSLY press both buttons for 3 seconds.
2. The thermostat is now in Auxiliary Mode. A + symbol will flash
in the lower left corner of the screen.
3. Cancel the Auxiliary Mode by pressing the DONE button.
Press and hold the OK button again for 3 seconds.
26
27
4.9 Set change filter reminder
4.10 Adjust actual temperature display
The thermostat will display a reminder when it is time to change the air
filter on your heating and cooling system.
Your thermostat was accurately calibrated at the factory. However,
if you would like the displayed temperature to read higher or lower than
the actual temperature, you can adjust the displayed temperature
by +/- 4 degrees.
4.9.1 To adjust Change Filter reminder settings:
1. Press the MENU button and, using the buttons, scroll down until
MORE OPTIONS is flashing. Press OK.
2. Press OK again to confirm the filter reminder setting is ON.
3. Using the buttons select the number of weeks until the next
Change Filter reminder, then press DONE button.
4. Change Filter message will display when it is time to change
your filter.
4.9.2 To reset the Change Filter reminder, SIMULTANEOUSLY press both
buttons for 3 seconds.
28
To adjust the actual temperature display:
1. Press the MENU button and, using the buttons, scroll down until
MORE OPTIONS is flashing. Press OK.
2. Using the
buttons, advance the screens until option #6 is
displayed.
3. Use the buttons to adjust the actual temperature; from 4:LO
to 4:HI.
4. Press the DONE button.
29
Part 5 Troubleshooting Guide
5 Troubleshooting Guide (continued)
Problem
Possible Cause
Action
Problem
Possible Cause
Action
Temperature set
point icon blinking
2-minute lockout
enabled to protect
compressor
No action needed: should
stop blinking after
2 minutes
Thermostat
doesn’t follow the
scheduled program
AM or PM set
incorrectly in the
program
No Heat, No Cool,
or No Fan
Blown fuse /
tripped circuit
breaker
Replace fuse or reset
breaker
Check the current
settings including AM and
PM designations for
each time period
Furnace power
switch to OFF
Turn switch to ON
Furnace blower
compartment door
or panel loose or
not properly
installed
Replace door panel
in proper position to
engage safety interlock
or door switch
Loose connection
to thermostat
or system
Tighten connections
Low Batteries
Replace batteries
Thermostat &
Indoor
Thermometer
Setting Disagree
No Display or
no Backlight
The thermometer can be
adjusted +/- 4 degrees.
See Temperature Display
Adjustment in the
Configuration Menu section
Low Batteries
30
Replace batteries
AM or PM set
incorrectly on the
thermostat’s clock
Reset Operation
If a voltage spike or static discharge blanks out the display or
causes erratic thermostat operation, you can reset the thermostat
by pressing all three buttons (HOME and both )simultaneously
for 4 seconds.This reset will restore your thermostat’s initial
factory setting.
Remember to turn off your heating / cooling
system BEFORE resetting your thermostat. You will then have to
go through a full initial setup described in Part 3 and Part 4 of the
manual before you can turn your Heating & Cooling system back on.
Failure to follow this instruction may lead to your Heating & Cooling
system damage or malfunction.
31
Appendix: Heat Pump
Identification
1. How do I know if I have a Heat Pump?
• Check the documentation for your heating and cooling system or
contact your HVAC contractor.
• Confirm that you have a Heat Pump by checking the labels of the
wires coming out from the wall (labels you attached according to the
right-hand column of the 2.2.2 table).
According to the right-hand column
of the 2.2.2 table, if you have:
You have:
An “O” wire, or a “B” wire
A Heat Pump
2. How do I know if I should select On1 or On2 for my Heat Pump?
• The labeled thermostat wires coming out of the wall indicate whether
you have a 1-stage or 2-stage Heat Pump.
According to the right-hand column
of the 2.2.2 table, if you have:
You have:
One “Y” wire coming from the wall
1-stage Heat Pump, select On1
One “Y” wire and one “Y2” wire
coming from the wall
2-stage Heat Pump, select On2
32
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