Carrier ComfortChoice Touch thermostat Installation and Start-Up Instructions
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ComfortChoice®
Touch Thermostat
Designed for ZigBee®
Installation and Start---Up Instructions
NOTE: Read the entire instruction manual before starting the installation.
TABLE OF CONTENTS
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SAFETY CONSIDERATIONS . . . . . . . . . . . . . . . . . . . . . . . . .
FCC COMPLIANCE STATEMENT . . . . . . . . . . . . . . . . . . . . .
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
INSTALLATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 1 — Check Equipment and Job Site . . . . . . . . . . . . . . . . .
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Step 2 — Component Location and
Wiring Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Stacked and Unstacked Installations . . . . . . . . . . . . . . . . . . .
Wiring Considerations
Locating Thermostat
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Locating Utility I/O Board (Unstacked Installation)
Step 3 — Install Components
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Stacked Installation
Step 4 — Final Wiring
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Unstacked Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Utility I/O Board Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Wiring Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Power Wiring
Step 5 — System Configuration
Configuration
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Configuration Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 6 — System Startup and Checkout . . . . . . . . . . . . . . . . .
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Operational Information . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 7 — Thermostat Programming -- Overview . . . . . . . . . . .
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Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
WIRING DIAGRAMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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SAFETY CONSIDERATIONS
Improper installation, adjustment, alteration, service, maintenance, or use can cause fire, electrical shock, or other conditions which may cause personal injury or property damage. Consult a qualified installer for information or assistance. The qualified installer must use factory authorized kits or accessories when modifying this product. Refer to the individual instructions packaged with the kits or accessories when installing. Follow all safety codes and wear safety glasses. Read these instructions thoroughly and follow all warnings or cautions attached to the unit. Consult local and state building codes and Sheet Metal and Air Conditioning National
Association (SMACNA) for special installation requirements.
Recognize safety information. This is the safety alert symbol .
When you see this symbol on the unit or in instructions and manuals, be alert to the potential for personal injury.
Understand the signal words DANGER, WARNING, and
CAUTION. These words are used with the safety----alert symbol.
DANGER identifies the most serious hazards which will result in severe personal injury or death. WARNING signifies hazards which could result in personal injury or death. CAUTION is used to identify unsafe practices which may result in minor personal injury or product and property damage. NOTE is used to highlight suggestions which will result in enhanced installation, reliability, or operation.
FCC COMPLIANCE STATEMENT
This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
FCC ID: TFB-APEXLT IC: 5969A-APEXLT
NOTE: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the
FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation.
This equipment generates,uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
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Reorient or relocate the receiving antenna.
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Increase the separation between the equipment and receiver.
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Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
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Consult the dealer or an experienced radio/TV technician for help.
Any changes or modifications not expressly approved by
Carrier could void the user’s authority to operate the equipment.
This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. This equipment should be installed and operated with minimum distance of 20 cm between the radiator and your body.
INTRODUCTION
The ComfortChoice System is the industry-leading, two-way verifiable, demand management solution. Using this unique solution, your utility can remotely adjust the operation and temperature of your air conditioning or heating system for short periods of time during periods of peak energy usage. You have the
Choice to override (cancel) the adjustment if needed, always keeping you in ultimate control of your Comfort. ComfortChoice is a stackable, two-piece solution consisting of a programmable thermostat equipped with two-way radio communication and a utility I/O board. The programmable thermostat offers programming options that allow you to set different cooling and heating settings that change automatically in accordance with schedules you set up to fit your particular lifestyle.
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Thermostat (UI) —Each installation has one (1) thermostat. This is the command center for the system. The on-board, two-way radio provides system access by means of wireless radio frequency communications.
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Utility I/O board (UIOB)—The Utility I/O board communicates to the thermostat and provides 24 Vac outputs to the cooling/heating equipment.
INSTALLATION
Step 1 — Check Equipment and Job Site
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CAUTION
EQUIPMENT DAMAGE AND SAFETY HAZARD
Failure to follow this caution WILL damage equipment.
Ensure that the system power is OFF.
Disconnect the existing thermostat wires from the existing thermostat and equipment prior to connecting existing thermostat wires to the ComfortChoice thermostat.
Inspect Equipment—File a claim with the shipping company prior to installation if the shipment is damaged or incomplete.
Step 2 — Component Location and
Wiring Considerations
1. Install the thermostat (UI) in a non-condensing areas with ambients between 32º F and 104º F (0º C to 40º C). Install the Utility I/O board (UIOB) in non-condensing areas with ambients between --4º F and 158º F (--20º C to 70º C).
2. The ComfortChoice system can be powered from the system transformer in most applications. If the thermostat blanks or the electronics turn off when the system is active, the HVAC system transformer must be replaced with a higher capacity unit.
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WARNING
PERSONAL INJURY AND UNIT DAMAGE HAZARD
Failure to follow this warning could result in personal injury and unit damage.
Disconnect power supply before routing wire.
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CAUTION
EQUIPMENT DAMAGE AND SAFETY HAZARD
Failure to follow this caution WILL damage equipment.
Ensure that the system power is OFF.
Disconnect the existing thermostat wires from the existing thermostat and equipment prior to connecting existing thermostat wires to the ComfortChoice thermostat.
All wiring must comply with national, local, and state codes.
Stacked and Unstacked Installations
The thermostat is designed using two printed circuit boards: a User
Interface (UI) and a Utility I/O board (UIOB). There are two wires
(Vg and V+) connecting the UIOB and the UI. These two wires provide power to the UI, and communication data between the two boards. The two boards can be installed as a single unit, referred to as a stacked installation, or in separate locations, referred to as an unstacked installation. The stacked installation encloses both boards in a single plastic housing and all of the necessary wires need to be present at the installed location. Stacked installations require the unit to be located per the UI guidelines. The unstacked installation allows the installer to locate the UIOB near the indoor equipment and run only Vg and V+ wires to the UI location.
Wiring Considerations
All wiring in the ComfortChoice system may be unshielded.
Ordinary thermostat wire is ideal for all connections. Use 22 gauge or larger for normal wiring. Lengths over 100 ft should use
20 gauge or larger wire.
The thermostat requires two (2) conductors.
The connection to equipment (furnace or fan coil) could require as many as eight (8) conductors for a multi-stage installation. The optional outdoor air temperature (OAT) sensor requires two (2) conductors. The OAT sensor may possibly be connected at the outdoor unit using existing wiring.
Cables with excess conductors are acceptable. Cut off, or fold back and tape, any unneeded conductors.
Plan wire routing early to avoid possible problems later.
Remember that all wires converge at the Utility I/O board, so its location is important.
Locating the Thermostat
The thermostat should be mounted:
S approximately 5 feet (1.5m) from the floor.
S close to the center-preferably on an inside wall.
S on a section of wall without pipes or duct work.
The thermostat should NOT be mounted:
S close to a window, on an outside wall, or next to a door leading to the outside.
S where it is exposed to direct light and heat from a lamp, sun, fireplace, or other temperature-radiating object that may cause a false reading.
S close to, or in direct airflow from, supply registers and return-air grilles.
S in areas with poor air circulation, such as behind a door or in an alcove.
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Locating Utility I/O Board (Unstacked Installation)
The ComfortChoice I/O board and thermostat are approved for indoor use only and should never be installed with these components exposed to the elements. The Utility I/O board may be installed in any area where the temperature remains between --4º F and 158º F (--20º C to 70º C), and there is no condensation. The cover must be installed to prevent damage from other sources. Do not locate where it will be accessible to children. Avoid areas where the sound of relays energizing on the Utility I/O board may be an annoyance. Wiring access is likely the most important consideration. All wiring is run back to the ComfortChoice Utility
I/O board. Select a location near the furnace or fan coil where wiring from the thermostat and the equipment itself can easily come together.
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CAUTION
UNIT OPERATION AND SAFETY HAZARD
Failure to follow this caution may damage equipment.
To prevent possible damage to the Utility I/O board, do not mount on a plenum, duct work, or flush against furnace or air handler.
Step 3 — Install Components
Stacked Installation
NOTE: The stacked installation encloses both the UI and the
UIOB in a single plastic housing and all of the necessary wires need to be present at the installed location. Stacked installations require the unit to be located per the UI guidelines. All equipment wires that connect to the I/O board MUST terminate at the thermostat location in order to perform a Stacked Installation.
1. Turn off all power to equipment.
2. If an existing thermostat is being replaced: a. Remove existing control from wall.
b. Disconnect wires from existing thermostat, one at a time.
c. As each wire is disconnected, record wire color and terminal marking.
d. Discard or recycle the old control.
3. Remove the cover from the Mounting Base of Utility I/O board by pressing the two tabs on the bottom edge of the mounting base, pulling the bottom of the cover away just enough to clear the bottom tabs, and then sliding the cover up and off of the top tabs.
4. Route the wires through the large hole in the Mounting
Base. Level the Mounting Base against the wall and mark wall through the two mounting holes. Re-use existing mounting holes if possible. See Fig. 2.
5. Drill two, 3/16-inch diameter mounting holes in the wall where marked. The hole pattern in the Mounting Base also allows the control to be mounted to a standard junction box, if desired.
6. Secure the I/O board Mounting Base to wall with screws and anchors provided. Be careful to not damage electronic components when installing the mounting screws. Additional mounting holes are available for more secure mounting, if needed. Make sure all wires extend through the hole in the Mounting Base.
7. Adjust the length and routing of each wire to reach the proper connector block and terminal on the I/O board, and make the connections.
8. Push any excess wire into the wall and against the Mounting Base. Seal the hole in the wall to prevent air leaks.
NOTE: Before connecting the user interface to the I/O board, notice four metal prongs on the display board. These prongs engage the terminal block on the I/O board to make the connection between the two boards. Make sure these prongs are not damaged or bent while performing Step 9 through Step 11.
9. Slide the top edge of the user interface over the top edge of the Mounting Base, carefully aligning the two tabs on the module frame with the two grooves in the Mounting Base.
10. With the two tabs properly seated, carefully seat the bottom of the user interface into the Mounting Base, making sure the four prongs are properly engaging the terminal block.
11. Snap the user interface in place on the I/O Mounting Base.
12. Restore power to the thermostat.
Unstacked Installation
Install Utility I/O Board
The Utility I/O board is designed for wires to enter from behind.
Plan wire routing before mounting the Utility I/O Board.
1. Carefully remove the cover plate from the mounting base of the utility I/O board by pressing the two tabs on the bottom edge of the mounting base, pulling the bottom of the cover away just enough to clear the bottom tabs, and then sliding the cover up and off of the top tabs.
2. Mount the mounting base to the wall using the screws and wall anchors provided. Be careful not to damage electronic components when installing the mounting screws.
3. Level the mounting base and tighten the screws.
4. Make sure there is NO POWER to any of the wires before making connections to the new Utility I/O board.
Install Thermostat
1. Turn off all power to equipment.
2. If an existing thermostat is being replaced: e. Remove existing control from wall.
f. Disconnect wires from existing thermostat, one at a time.
g. As each wire is disconnected, record wire color and terminal marking.
h. Discard or recycle the old control.
3. Remove the mounting base from the back of thermostat user interface by pressing the two tabs on the bottom edge of the mounting base, pulling the bottom of the cover away just enough to clear the bottom tabs, and then sliding the cover up and off of the top tabs. See Fig. 1.
4. Route the wires through the large hole in mounting base.
Level the mounting base against the wall (for aesthetic purposes only — the user interface does not need be leveled for proper operation) and mark the wall through the two mounting holes. See Fig. 2.
NOTE: Existing mounting holes may be reused.
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NOTE: Make sure the locking tabs are turned towards the floor when securing the mounting plate to the wall.
7. Adjust the length and routing of each wire to reach the proper connector block and terminal on the mounting base with 1/4-in. extra wire. See Fig. 3.
8. Push any excess wire into the wall and against the mounting base. Seal the hole in wall to prevent air leaks. Leaks can affect operation and cause incorrect temperature and/or humidity measurement.
9. Reattach the user interface body to the mounting base by first setting the module on the top of the mounting base – making sure to properly engage the tabs -- and then snapping the bottom corners of user interface into place. See Fig. 4.
Locking Tabs
Fig. 1 -- Mounting Plate Removed
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Fig. 3 -- Backplate Connector Terminals
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Fig. 2 -- Mounting Plate Installation
5. Drill two, 3/16-inch diameter mounting holes in the wall where marked. The hole pattern in the mounting base also allows the control to be mounted to a standard junction box, if desired.
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CAUTION
EQUIPMENT DAMAGE AND SAFETY HAZARD
Failure to follow this caution may damage equipment.
Improper wiring or installation may damage the thermostat.
Make sure all wiring is correct before proceeding with the installation or turning on the unit.
6. Secure the rear plastic mounting base to wall with two screws and anchors provided. Additional mounting holes are available for more secure mounting, if needed. Make sure all wires extend through the hole in the mounting base.
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Fig. 4 -- User Interface Installation
Step 4 — Final Wiring
Utility I/O Board Wiring
Bring all Utility I/O board wires together at Utility I/O board, and make all connections..
Fig. 6 through 17 show the connection between the Utility I/O board and the HVAC equipment. Select the proper diagram for your equipment and connect accordingly. This connection will require as few as four (4) or as many as seven (7) conductors.
It is good practice to mark each wire as the final connection is made to preserve its identity if it is ever disconnected.
NOTE: Wiring diagrams appear near the end of this document.
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Wiring Considerations
ComfortChoice treats all furnaces as if they were 2-stage. For single stage equipment, connect to W1. The same holds true for auxiliary heat in fan coils. With any 2-stage furnace, configure the furnace so that low heat is controlled by W1 and high heat is controlled by W1 and W2 together.
All 2-stage air conditioners and heat pumps need to be configured so that Y1 controls low speed and Y1 and Y2 together control high speed in both heating and cooling.
Power Wiring
The UIOB is powered by 24 Vac from the HVAC system transformer. The UIOB requires 24 Vac connections to the Rc and
C terminals, and will not operate without these connections.
The ComfortChoice system is compatible with single and two transformer HVAC systems. For single transformer systems, the
Rc/Rh break out jumper should remain intact.
For applications using two, 24 Vac transformers -- one in the heating equipment and one in the cooling equipment -- the Rc/Rh break out jumper must be broken because of possible voltage differences between transformers. Connect the common wire from each system to the C terminal. Connect R from the heating equipment to the Rh terminal. Connect R from the cooling equipment to the Rc terminal. Break the jumper on the circuit board. See Fig. 5. The W1 and W2 signals are taken from the Rh power. The remaining outputs are taken from Rc power. If the control has been installed in a two-transformer application that is later changed to a single-transformer installation, the installer must install a field-supplied jumper between Rc and Rh.
In an unstacked installation, only two wires are required for connection between the user interface and the equipment control module. These two wires (V+ and Vg) do not provide ordinary 24
Vac. They carry a combination of power and communications data that is unique to these products.
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Fig. 5 -- The Circuit Board Jumper
Step 5 — System Configuration
Make sure this step is not left out.
The ComfortChoice thermostat must be configured to match the type of equipment connected to it. There are several choices of configuration based on how the user wants the system to operate.
Configuration is done by setting the equipment type and other options in the thermostat on power up. Configuration options enable the installer to configure the thermostat for a particular installation. Most options are not presented to the homeowner and must be properly set by the installer. Turn on power to the thermostat.
At power up the thermostat displays the ComfortChoice logo for fifteen (15) seconds. Follow the instructions below to enter the configuration menu and set the configuration options.
Configuration
To Enter and Exit the Installer Configuration Menu — On the
Home Active screen, press and hold the FAN button for approximately 10 seconds to open the Installer Configuration
Menu. The first screen shown displays the first seven configuration options. There are four (4) screens to the Installer Configuration
Menu. The module automatically exits the configuration mode if no button is pressed for three (3) minutes. Pressing the DONE button will exit the configuration mode immediately.
The Installer Configuration Menu — The installer can customize the thermostat to the installation by setting the software configuration options listed below. These configurations are stored in non-volatile memory so they are retained through a power outage.
The availability of some configuration options are dependent upon other configurations in the thermostat. When an option is not available for the specified equipment type, the button to select that configuration is available but the display that results from pressing the button says something to the effect of
“configuration not available on xx equipment”. All changes made are saved at the time of selection and will be saved in the event of the 3-minute timeout or when the installer exits from configuration menu. See the table on the next page for the list of configuration options. Each option is described below.
Configuration Options
Installer Configuration Menu 1 of 4
Equipment selection — Determines the control method of the thermostat, and should match the type of equipment used.
Equipment Types are as follows:
AC --Single speed AC with a furnace
A2 --Two speed AC with a furnace
HP -- Single speed Heat Pump with a fan coil
H2 -- Two speed Heat Pump with a fan coil
hh – Single speed Heat Pump with a furnace
h2 -- Two speed Heat Pump with a furnace
Heat Only – a heat only system. Furnace or fan coil only with no outdoor unit
Cool Only – a cool only system. Outdoor AC unit with an indoor fan coil with no strip heaters.
Filter Reminder -- Select the hours of fan operation (heating, cooling, or fan) before the FILTER button is displayed on the
Home screen. Time selections are in 800 hour increments up to
7200 hours. Recommended selections are: disposable filter--800 to
2400 hours, media filter--2400 to 3200 hours, or electronic air cleaner--1600 to 2400 hours of fan operation. For higher efficiency filters, consult the filter literature. Disable this feature by pressing the down arrow button until the word OFF appears, and press the
DONE button. The default is 3200 hours.
Auto Mode Availability — This configuration is not available if the thermostat is configured as Heat Only or Cool Only. Auto mode allows the installer to select auto changeover mode in addition to heat and cool, which allows the thermostat to automatically change between heating mode and cooling mode when sufficient demand for heating or cooling exists. ON -- Auto mode is available. OFF -- Auto mode is not available. The default is ON.
Room Temperature Sensing — A remote air sensor must be used to enable this option. The Room Temperature Sensing is selected from one of three sources: Local -- a local sensor located on the thermostat, Remote--a remote room sensor, Average -- average the temperature readings of both the local and remote sensors. The default is Local. Refer to Figs. 18 and 19 for wiring diagram for a remote sensor.
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Reversing Valve Configuration — This feature is only available on heat pump systems (HP, H2, hh, and h2). There are two options available: Heat – The reversing valve output is energized for compressor heating, Cool – The reversing valve output is energized for cooling. The default is Cool.
F/C (English or metric units) — Sets the thermostat to display in either Fahrenheit or Celsius (Centigrade). The default is
Fahrenheit.
Fan on with W Output — determines whether the fan (G) output is ON or OFF when any W (furnace or strip heat) output is ON.
Most furnaces and fan coils manage their own blowers and do not require a separate G signal. Select OFF for these applications.
Some auxiliary heaters require a separate G signal to turn the blower on. Select ON in this case. The default is OFF.
Installer Configuration Menu 2 of 4
Cooling Lockout — This configuration is not available on heat only systems or if an outdoor air sensor is not present in the system. Set to ON to disable cooling if the outdoor temperature is below 55º F (13º C), or set to OFF to allow cooling regardless of the outdoor temperature. If the compressor is already operating and the outdoor air temperature drops below 55º F (13º C), the compressor will continue to operate until the cooling cycle has completed. The default setting is OFF. If the cooling lockout is set to ON and the outdoor air sensor fails, an outdoor air temperature error is displayed.
Auxiliary Heat Lock Out Temperature — This function is only available on heat pump systems (HP, H2, hh, and h2) with a valid outdoor temperature sensor connected. Use the up and down arrow buttons to either set a value or set to OFF. Auxiliary heat is disabled if the outdoor air temperature is above the set value
(unless MODE is set to Emergency Heat). The available settings are -- Fahrenheit: OFF, 5, 10, 15, 20, 25, 30, 35, 40, 45, 50, 55 /
Celsius: OFF, --15, --12, --9, --7, --4, --1, 2, 4, 7, 10, and 13. The default is OFF, allowing the auxiliary heat to turn on whenever sufficient demand exists, regardless of outdoor air temperature.
Heat Pump Lockout Temperature — This function is only available on heat pump systems (HP, H2, hh, and h2). Use the up and down arrow buttons to either set a value or set to OFF. If the outdoor air temperature is less than the selected temperature, the heating cycle is started with the auxiliary heat. If the outside air temperature is equal to or greater than the selected temperature, the heating cycle is started with the heat pump. The available settings are -- Fahrenheit: OFF, 5, 10, 15, 20, 25, 30, 35, 40, 45, 50, 55 /
Celsius: OFF, --15, --12, --9, --7, --4, --1, 2, 4, 7, 10, and 13. The default is OFF, allowing the heating equipment cycle to start with the heat pump regardless of the outdoor air temperature.
Minimum Cooling Setpoint — The minimum cooling setpoint the user is allowed to set. The range is based on the value of the setpoint deadband configuration such that the minimum of the range is 50º F (10º C) plus the setpoint deadband, and the maximum is 90º F (32º C). The default is 52º F (12º C), based on the setpoint deadband default of 2. This configuration is not available if the selected equipment type is Heat Only.
Maximum Heating Setpoint — The maximum heating setpoint the user is allowed to set. The range is based on the value of the setpoint deadband configuration such that the minimum of the range is 50º F (10º C) and the maximum is 90º F (32º C) minus the deadband. The default is 88º F (30º C), based on the setpoint deadband default of 2. This configuration is not available if the selected equipment type is Cool Only.
Outdoor Air Temperature Display Adjustment (Offset) — The number of degrees F added to the outdoor air temperature reading to calibrate the temperature sensor. The selection ranges from --5 to
+5º F. The default is 0. This function is not available if a valid outdoor air sensor is not connected. Refer to Fig. 19 for the wiring diagram for an outdoor air temperature sensor.
Room Air Temperature Display Adjustment (Offset) — The number of degrees F added to the room air temperature reading to calibrate the temperature sensor. The selection ranges from --5 to
+5º F. The default is 0.
Installer Configuration Menu 3 of 4
Smart Recovery — This is a function that transitions the room to the next programmed set points as energy efficiently as possible.
During Smart recovery, the thermostat ramps the setpoint in a straight line from the current room air temperature to the next setpoint using 1/16th degree increments starting the configured number of minutes (30, 60, or 90) before the next programmed time. The default is 90 minutes. OFF means the setpoints change precisely at setback recovery time. Smart recovery is not performed if the thermostat is in HOLD, HOLD UNTIL, or VACATION mode.
Setpoint Deadband — The minimum number of degrees (F or C) between the heating and cooling setpoints. If the user changes a setpoint that violates the deadband requirement, the opposite mode setpoint is pushed to enforce the deadband. The selection ranges from 2º F (default) to 6º F.
Cycles per Hour — The MAXIMUM number of equipment cycle per hour. This selection limits the number of cycles (2, 4, or 6) per hour that the thermostat allows the system to operate. 2 cycles --
Heating and cooling outputs are energized no more than two (2) times per hour. When an output is energized, it will not be energized again for 30 minutes. 4 cycles (default) -- Heating and cooling outputs are energized no more than four (4) times per hour.
When an output is energized, it will not be energized again for 15 minutes. 6 cycles -- Heating and cooling outputs are energized no more than 6 times per hour. When an output is energized, it will not be energized again for 10 minutes.
ZigBee Commissioning — This displays the status of the current
ZigBee network, allowing the user to view network details, restore defaults, or guide the user through the process of joining the network. Refer to the ZigBee commissioning document for details on this installer option.
Auto Changeover Timer — This selection is not available on
Heat Only and Cool Only systems or if the auto mode is set to Not
Available in the Auto Mode Available configuration. The system must have no demand in the current mode for the selected number of minutes before the AUTO mode will be allowed to change between heating and cooling or vice versa. Allowable selections are 5, 10, 15, 20, 25, and 30 minutes. The default is 30.
Time Between Stages — This selection is only available on heat pump systems. This determines the minimum number of minutes of equipment operation on the highest compressor stage before allowing the transition to auxiliary heat. Available selections are
10, 15, 20, and 25 minutes. The time between stages of low speed and high speed of any individual piece of equipment, such as low speed and high speed compressor or fan coil stages, will be fixed at
10 minutes. The default is 15 minutes.
Keypad Lockout Enable — Two selections available:
OFF--Keypad lockout is not available to the homeowner,
ON--Keypad Lockout is available to the homeowner. This selection allows the installer to limit access to the keypad. The default setting is ON. If ON is selected at this level (enabling the Keypad Lockout feature), the homeowner can then configure the Keypad Lockout by first pressing the SETUP button on the Home Active screen, the
Advanced button on the Basic Setup screen, and Lockout on the
Advanced Setup screen. Two options are available: Lock All But
Temperature Settings, or Lock Everything. Instructions for programming the Keypad Lockout feature can be found in the
Owner’s Manual included in the box with your thermostat.
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Installer Configuration Menu 4 of 4
Reset to Factory Defaults — This configuration allows the installer to return the thermostat to its out of the box settings.
IMPORTANT: All configuration settings, program settings, clock, and calendar settings which have been manually entered will be lost and reset. Press and hold the Down arrow button for ten (10) seconds. While the button is held, the counter will count down from 10 to zero. When the value reaches zero, the message
Resetting Thermostat to Factory Settings is displayed and no buttons are functional. After the factory default values have been updated to the non-volatile memory, the thermostat begins a reset.
The installer should enter the installer configuration to verify that it is configured for the thermostat application. If, at any time, during the countdown, the installer releases the down button, the countdown terminates and the display returns to the starting value of 10.
Installer Configuration Menu 1 of 4
Equipment Selection
Filter Reminder
Auto Mode Availability
Room Temperature Sensing
Reversing Valve Configuration
F/C (English or metric units)
Fan on with W Output
Installer Configuration Menu 2 of 4
Cooling Lockout
Auxiliary Heat Lock Out Temperature
Heat Pump Lockout Temperature
Minimum Cooling Setpoint
Maximum Heating Setpoint
Outdoor Air Temperature Display Adjustment (Offset)
Room Air Temperature Display Adjustment (Offset)
Installer Configuration Menu 3 of 4
Smart Recovery
Setpoint Deadband
Cycles per Hour
ZigBee Commissioning
Auto Changeover Timer
Time Between Stages
Keypad Lockout Enable
Installer Configuration Menu 4 of 4
Reset to Factory Defaults
Step 6 — System Startup and Checkout
The operation of the thermostat should be fully checked after the final wiring is completed to ensure the heating and cooling equipment are properly connected. If any of the tests fail double check the wiring. Start by touching the screen and pressing the
MODE button. Then ensure the mode is OFF and press DONE.
To Test Fan – Pressing the FAN button on the Home Active screen displays the Fan Select Screen. Pressing ON then DONE will energize the G output and turn the fan on. Allow up to 10 seconds after the button is pressed for the fan to turn on and verify the fan is operating. Then press the FAN button again and press
AUTO then DONE. This will turn the FAN off. On some systems the fan may continue to operate for up to 90 seconds after the G signal is removed.
To Test Heating – Pressing the MODE button on the Home Active screen displays the Select Mode screen. Pressing HEAT, then
DONE places the system in heating mode. The HEAT TO setpoint needs to be higher than the room temperature shown in the middle of the screen. Press the HEAT TO button and then raise the Heat
Setpoint 3 to 4_ higher than the room temperature then press
DONE. This turns on the 1 st stage of heating. The red heat icon will be displayed on the screen.
NOTE: If this is a Heat Pump ALLOW UP TO 5 MINUTES for the heat pump to turn on. This is due to the compressor time guard, which protects the compressor from short cycling. Pressing the
FAN button, then the physical UP button will bypass the time guard and turn on the compressor immediately.
If this is a 2-stage heating system, press the HEAT TO button and raise the Heat Setpoint to be 6_ higher than the room temperature to bring on the 2 nd stage of heating.
To Test Cooling – Pressing the MODE button on the Home Active screen displays the Select Mode screen. Pressing COOL, then
DONE places the system in cooling mode. The COOL TO setpoint needs to be lower than the room temperature shown in the middle of the screen. Press the COOL TO button and then lower the Cool
Setpoint 3 to 4_ lower than the room temperature and press
DONE. This will turn on the 1 st stage of cooling. The blue cool icon will be displayed on the screen.
NOTE: ALLOW UP TO 5 MINUTES for the cooling system to turn on. This is due to the compressor time guard, which protects the compressor from short cycling. Pressing the FAN button, then the physical UP button will bypass the time guard and turn on the compressor immediately.
If this is a 2-stage cooling system, press the COOL TO button and lower the Cool Setpoint to be 6_ lower than the room temperature to bring on the 2 nd stage of cooling.
Operational Information
Five-minute Compressor Timeguard
This timer prevents the compressor from starting unless it has been off for at least five minutes. It can be defeated for one cycle by simultaneously pressing the FAN and UP buttons. It is not active in the installer setup mode.
Cycle Timer
The number of equipment cycles per hour is determined in the
Installer Configuration Menu-Cycles Per Hour. The installer can select 2, 4, or 6 cycles per hour, corresponding to cycle timer values of 30, 15 and 10 minutes, respectively. This time must elapse from the start of one cycle before another cycle can be defeated for one cycle by simultaneously pressing the FAN and UP buttons.
Staging Timer
In multi-stage heating or cooling, this timer prevents any higher stage from coming on until the previous stage has been on for 10 minutes. When staging between compressor and electric heat, or between compressor and furnace heat, the time is configurable. The timer is configurable in the Installer Configuration Menu-Time
Between Stages. If the system demand is greater than five degrees, the staging timers are canceled.
Three-Minute Minimum On Time
When a cooling or heating stage is turned on, it remains on for at least three minutes. These timers are canceled when set points are changed.
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Wake
Day
Evening
Sleep
Monday thru Sunday
Table 1 – Default Program Schedule
Time
6 AM
8 AM
5 PM
10 PM
Program Schedule
Heating Setpoint
68°
60°
68°
60°
Cooling Setpoint
78°
85°
78°
82°
Equipment Operating Indicators — A blue ( ) icon is displayed when the HVAC equipment is energized in cooling, and the red ( energized.
) icon is displayed when the HVAC equipment is energized in heating. A continuous fan icon,
System Type
1---Stage AC (AC)
2---Stage AC (A2)
1---Stage HP (HP)
2---Stage HP (H2)
2---Stage Furnace (H)
2---Stage AC (C)
1---Stage hh
2---Stage h2
Cool 1
Y1
Y1
Y1, O
Y1, O
N/A
Y1
Y1, O
Y1, O
, is displayed when the HVAC equipment is not heating or cooling but the fan is
Auto Changeover
Selecting Auto Changeover prevents a change from either heat to cool or cool to heat from occurring until an opposite mode demand has existed for a number of minutes specified by the configuration in the Installer Configuration Menu--Auto Changeover Timer. If the set point is changed, the specified time requirement is deleted.
Emergency Heat Mode
When the system is configured for a heat pump and EHEAT mode is selected, Y outputs are disabled and W outputs are only used for heat.
Table 2 – Outputs vs. Stages
Cool 2
N/A
Y1, Y2
N/A
Y1, Y2, O
N/A
Y1, Y2
N/A
Y1, Y2, O
Heat 1
W1
W1
Y1
Y1
W1
N/A
Y1
Y1
Heat 2
W1, W2
W1, W2
Y1, W1
Y1, Y2
W1, W2
N/A
W1
Y1, Y2
Heat 3
N/A
N/A
Y1, W1, W2
Y1, Y2, W1
N/A
N/A
W1, W2
W1
Heat 4
N/A
N/A
N/A
Y1, Y2, W1, W2
N/A
N/A
N/A
W1, W2
Heat 5
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Other Messages
Outputs vs. Stages
Table 2 lists the active outputs for each stage of each possible system configuration. G is not shown. For single-stage furnaces and auxiliary heat, connect to W1 and leave W2 open. For single speed compressors, connect to Y1 and leave Y2 open.
Step 7 — Thermostat Programming -- Overview
Quick Start
This quick start procedure provides an overview of programming for you to begin using your system. For the best comfort and energy-saving results and detailed thermostat operating instructions, we recommend that you read through the
ComfortChoice Touch Owner’s Manual included in the box with your thermostat, and set up the system to match the end-user’s specific schedule and comfort requirements.
Setting the Clock, Calendar, Daily Schedule, and Vacation Settings
The thermostat communicates wirelessly with a communication network and automatically obtains the current time and date from the communication network. In the event of loss of network communication, you can manually set the time and date by following the instructions below.
To set the clock:
Press the SETUP button on the Home Active screen, and press the
Time/Date button on the Basic Setup screen. One of three screens will open:
S
A message states that the user is not allowed to set the date and time because it is being read from the utility network. Press
DONE when finished.
S
A message states that the time and date are being read from the utility network, but a specific time zone and daylight saving setting must be manually set. Press the button for your specific time zone, and answer the daylight saving question with either the YES or NO button. Press DONE when finished.
S
The Set Date and Time screen appears for manual setting by the installer.
Press the Month button and use the UP and DOWN arrow buttons to change the setting. Repeat this procedure for DAY, YEAR,
HOUR, and MINUTE. Press DONE when finished.
To set the daily schedule:
Press the SETUP button on the Home Active screen, and press the
Schedule button on the Basic Setup screen. There are three
Schedule Method choices to select from:
S
All Days -- All seven days are programmed with the same time periods and heating / cooling set points.
S
Weekday / Weekend -- Monday thru Friday are programmed with the same time periods and heating/cooling set points.
Saturday and Sunday are programmed with the same time periods and heating/cooling set points, but these settings can be different than the settings for Monday thru Friday.
S
Each Day – Each day is programmed differently.
Programming Comfort Schedules
This is a brief overview of how to access and program schedules in your new system. For additional information, it is recommended
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that you read and follow the programming information provided in the ComfortChoice Touch Owner’s Manual included in the box with the thermostat.
During the programming process, you have access to four program time periods; Wake, Day, Evening, and Sleep. You are able to select program start times and the heat/cool set points for each time period.
1. Select a program schedule. Table 1 shows the Energy Star recommended settings, and is the factory-default program schedule programmed in the thermostat.
2. Press the SETUP button on the Home Active screen, and press the Schedule button on the Basic Setup screen.
3. Select a program schedule: All Days, Weekday / Weekend, or
Each Day.
4. A screen appears showing the default set points for the four program time periods: Wake, Day, Evening, and Sleep. Press the EDIT button.
5. The first column on the left displays the program time periods (Wake is the default).
6. Press the START button and use the up and down arrow buttons to set the desired Wake time.
7. Press the HEAT TO button and use the up and down arrow buttons to set the desired heating set point for the Wake time period.
8. Press the COOL TO button and use the up and down arrow buttons to set the desired cooling set point for the Wake time period.
9. Press SAVE when finished.
10. Repeat this process for each of the remaining time periods
– Day, Evening, and Sleep.
Step 4 through Step 10 describe the process used to program the thermostat for All Days. When Weekday / Weekend is the selected schedule, Step 4 through Step 10 must be preformed for both the
Weekday schedule and the Weekend schedule. When Each Day is the selected schedule, Step 4 through Step 10 must be performed for each day of the week.
Hold Function
The thermostat is normally programmed to follow a schedule, but the current temperature can be held indefinitely by pressing the
HOLD button on the Home Active screen. The word HOLD will appear in the top left corner of the screen.
Change the heating and cooling set points by activating the Home screen and using the HEAT TO and COOL TO touch screen buttons. The temperature will stay at the new setting until you release the HOLD. Press the RESUME button to release the hold and resume the schedule.
Troubleshooting
If the thermostat display does not power up after power is applied, check the Rc/Rh and C terminals for 24 Vac. If 24 Vac is present, check the voltage between Vg and V+. This voltage will be approximately 12 to 20 Vdc. If voltage is present, check the polarity to make sure it is wired correctly. The display will not power up if polarity is reversed. Table 2 can be used as a troubleshooting tool for determining which outputs will be active for a particular configuration and each operating mode.
Error Messages
Communication Error:
If the User Interface and the UIOB cannot communicate with each other, an error message states Communication Error Between
Thermostat and I/O Board.
Room Air temperature Sensor Failure:
If the sensor used to sense room air temperature reads less than
--50º F or greater than 150º F, it is considered a failure. The Y1,
Y2, W1, W2 outputs are turned off and the room temperature display shows “----”. The fan continues to run if the user has set the fan selection to FAN ON.
Outdoor Air Temperature Sensor Failure
If the sensor used to sense outdoor air temperature reads less than
--50º F or greater then 150º F, it is considered a failure. If any feature requiring an outdoor air temperature sensor has been enabled and the outdoor air temperature sensor fails, the display shows “----” in the outdoor temperature location.
EEPROM Failure
If the thermostat’s non--volatile memory (EEPROM) fails, an error message is displayed in the home active and home inactive screens.
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WIRING DIAGRAMS
Fig. 6 -- 1-Stage Boiler with 1-Stage Air Conditioner
A10457
A10460
Fig. 9 -- 1-Stage Furnace with 2-Stage Air Conditioner
Fig. 7 -- 1-Stage Furnace
A10458
A10461
Fig. 10 -- 2-Stage Furnace with 1-Stage Air Conditioner
A10459
Fig. 8 -- 1-Stage Furnace with 1-Stage Air Conditioner
A10462
Fig. 11 -- Typical Fan Coil with 1-Stage Air Conditioner
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WIRING DIAGRAMS (cont.)
A10463
Fig. 12 -- 2-Stage Furnace with 2-Stage Air Conditioner
Fig. 15 -- Typical Fan Coil with 1-Stage Heat Pump
A10466
A10464
Fig. 13 -- Typical Fan Coil with 2-Stage Air Conditioner
Fig. 16 -- 1-Stage Furnace with 1-Stage Heat Pump
A10467
Fig. 14 -- Typical Fan Coil with 2-Stage Heat Pump
A10465
Fig. 17 -- 2-Stage Furnace with 2-Stage Heat Pump
A10468
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Remote Sensor
Outdoor Air Sensor
Remote Sensor
SC S1 Vg V+
A11235
Fig. 18 -- (Un--Stacked) Connect Remote Sensor to SC and S1 on UI (Thermostat)
W2 Y2 OAT
SC S1* Vg V+
A11235
Fig. 19 -- (Stacked) Connect Remote Sensor to SC and S1* and Outdoor Air Sensor to SC and OAT on UIOB
(Equipment Board)
This document is the property of Carrier Corporation and is delivered on the express condition that it is not to be disclosed, reproduced in whole or in part, or used for manufacture by anyone other than Carrier Corporation without its written consent, and that no right is granted to disclose or so use any information contained in said document.
Carrier reserves the right to change or modify the information or product described without prior notice and without incurring any liability.
2011 Carrier Corp. D 7310 W. Morris St. D Indianapolis, IN 46231
Printed in the U.S.A.
Edition Date: 05/11
Catalog No: CFTCHCCZIG-02SI
Manufacturer reserves the right to change, at any time, specifications and design without notice and without obligation.
Replaces: CFTCHCCZIG--- 01SI
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