personal web portal user guide
Personal Web Portal Comfort Tab About the Widget Dock The Widget Dock allows you to open and close widgets in order to view and control different functions through the Web Portal. To close a widget you may also simply on the X located at the top right corner of each Widget. To move and rearrange the Widgets simply place your mouse over the top border, Drag and drop. Each Tab has its own Widget Dock. About the program view The Program view allows you to see and edit your weekly program. This program will run unless you have put your thermostat in hold or you have created a Vacation which is currently active. When you roll your mouse over the calendar, a bubble will appear showing you the settings for that period as in the example below.
Personal Web Portal Comfort Tab To change the program, simply select the period which you would like to change by clicking and holding the right mouse button and dragging your cursor across the calendar. When you release the mouse button a pop-up, similar to the one below, will display the following: Start and end time of the area you just highlighted. You can edit these times if you wish to make further adjustments. A list of previously defined activities. You can edit these activities by clicking the Edit button next to each activity. You can also edit the activities by clicking on any of the activities in the legend. Any edits will affect all days and times using this activity. To change the program, simply click on the activity you would like the selected time period to be. You can create a new activity by clicking the Add New button. You would create a new activity if you desire the selected period to have set temperatures that are different than any of the previously defined activities. If you select this option a pop up, similar to the one below, will be displayed that will allow you to enter the following information regarding the new activity: Name Color: by clicking on the icon next to the name you can choose a color to represent the activity by. Occupancy status: enable this if the area is occupied when this activity is active. This will ensure any outputs or functions related to occupancy will function normally. Desired temperatures Fan settings
Personal Web Portal Comfort Tab About the system details view The System Details widget is used to monitor and view all of your thermostat settings. To manually set your desired temperature, drag the Set temperature slider. To resume your program, click the resume button located at the bottom of the widget. The resume button will change to show you the current activity running in your program. You can also set your system and fan settings here. The Humidity tab shows you the humidity level in your house. If you have a humidifier connected to your ecobee Smart Thermostat, you can also change the settings for your humidifier here. The Quick Save button is found in this widget and works just like a light switch. Touch the Quick Save button at the bottom of the System Details widget to put your home in energy savings mode. Your ecobee Smart Thermostat will automatically set your system to conserve energy and save you money. When you return, touch the OK button to return to your previous settings. About the today view The Today view shows you how your thermostat is programmed today. To make a temporary change to today s program - for example if you are coming home from the office early, click the desired transition and drag your cursor in the appropriate direction. When you are done dragging the mouse and release the mouse button, the changes will take effect for today only. For example, if you were coming home from the office at 2 PM instead of 5 PM, you would click the transition at 5 PM and drag it towards the left to 2 PM. Similarly, if you wanted to change the temperature for any of today s Activities - for example if you wanted it to be warmer during your sleep, you would click the top of the Sleep bar and drag upwards.
Personal Web Portal Comfort Tab About the Sensors view The Sensors view shows you any additional temperature and humidity sens ors you have connected to your ecobee About the vacation view The Vacation Calendar lets you conserve energy while you are away on vacation or other trips. To use the vacation calendar, select the days you plan to be away by clicking and dragging your cursor across the calendar. In the resulting Vacation dialog box you can: 1. Give a name to your vacation. 2. Change the start date, start time, end date and end time. Click OK to create the Vacation. ecobee will automatically set your heating and cooling system to save energy while you are away and will return your system to its preprogrammed comfort settings when you return.
Personal Web Portal Comfort Tab If you want to set the Heat and Cool settings yourself during your vacation, click Edit. In the Vacation Settings dialog box, uncheck the Optimize my settings for me radio button and edit the settings for your Heat setpoint, Cool setpoint and fan. Click OK when you are done. If you have smart plugs installed, during a vacation event you can decide how you want those devices to function for the duration of your vacation. You can choose to: Keep On: turns the device on at the start of the vacation and turns it off at the end of the vacation. If the device is normally running a program it will revert back to that program when the vacation is over. Keep Off: turns the device off at the start of the vacation and turns it on at the end of the vacation. If the device is normally running a program it will revert back to that program when the vacation is over. Follow program: if this option is selected the device will follow its normal program and will not behave differently during this vacation. If you programmed the device to Follow Thermostat schedule, it will follow your normal thermostat schedule. About the weather view The Weather view shows you the local weather for your region. You can set your location for weather purposes in My House.
Personal Web Portal Settings Tab About the my house view The purpose of the My House view is to collect data about your house so that you can easily and reasonably accurately compare your home s performance with that of similar houses in your geography. Your home location is also important for ensuring that we provide you with the right weather data. Note that some of the algorithms rely on weather information to make intelligent choices so it is important that you locate your house within a few miles of your actual location if you do not want to be specific about your location. Click the Location tab to enter the address for your home. You can change your home location by entering address information and clicking on the Update button. Click the Characteristics tab to enter additional information about your house that will help in making energy use comparisons with other homes. Note that whenever comparisons are made, all data is aggregated and in no circumstances will specific data about your home be released to anyone other than you. About the password view This widget will allow you to reset your current ecobee account password. This is the password you would use to login to your ecobee account.
Personal Web Portal Settings Tab About the preferences view: Preferences The Preferences section allows you to specify various personal preferences on your thermostat. If you have more than one thermostat, you can assign a name to each one. For each thermostat you can select the format to display temperature and time as well as the sound and backlighting levels. You can also configure how you want the thermostat to behave when you manually adjust the set temperature (ie Hold mode). Hold for 4 hours: the system will revert back to the program after 4 hours Until Next Transition: the system will revert back on the next scheduled transition Indefinite: the system will revert back to the program only once you press the Resume button Update Program: if this option is selected, when you adjust the set temperature, the system will reprogram the temperature for the activity you are currently in Ask Me: if this option is chosen, every time you adjust the set temperature you will be asked which of the above options you would like to choose Quick Save heat and cool adjustment: when Quick Save is activated, the thermostat will be set back (in heating mode) or set forward (in cooling mode) by the number of degrees specified here. Heat and Cool Set Temp Ranges: this feature will allow you to configure limits on the heat set point temperature and/or cool set point temperature on the thermostat. Enable preheating/precooling: this feature allow you to enable or disable the preheating and precooling function. For example, your Home period set temperature is 72F and that period is scheduled to start at 5pm. With this feature disabled, the thermostat will attempt to match that set point starting at 5pm. With the feature enabled, the thermostat will start heating or cooling at a predetermined time before 5pm to ensure the current temperature is 72F at 5pm.
Personal Web Portal Settings Tab About the preferences view: Groups If you have more than one thermostat registered to this account, you can group them together. Adjustments made on one thermostat are then made to ALL thermostats in that group. The section will allow you to determine which features within a specific group are synchronized. For example if you select Synchronize User Preferences, when you configure any user preference on one thermostat (i.e. choose Celsius vs Fahrenheit) ALL thermostats within that group will change to Celsius. To configure a group, simply select a thermostat that is currently assigned to that group. You can choose the thermostat from the drop down list located on the top right of the web portal. About the preferences view: Access Control This feature lets you set an access code for the thermostat. To enable an access code, simply enter a 4 digit number in the space provided. To disable this feature, simply delete the number. This section will also allow you to select which feature will require an access code on the thermostat. Restricting All access will allow the user to simply view the temperature and weather on the thermostat. In all cases when an access code is enabled, a user will be prompted to enter the code to access any of the options within the Setting menu (except the About menu). About the group view This section will allow you to group two or more thermostats registered to this account. You can create more than one group, but a thermostat can only be assigned to one group at a time. Once assigned to a group adjustments made on one thermostat, will be made to all thermostats assigned to that group. You can also determine which features are linked within each group by selecting the Group tab in the Preference widget.
Personal Web Portal Settings Tab About sending an alert With this widget you can send a custom message to your thermostat. Enter your message in the space provided and press the submit button. The message will be display on your ecobee Smart Thermostat touch screen. If you chose to enable sound for alerts, when this message is displayed the thermostat will also provide an audible indication that a message is present. Messages can only be sent to one thermostat at a time. About the reminders view The Reminders section allows you to set when you get notified for various events (for example regular furnace and air conditioner maintenance) as well as which reminders you want to be sent to you by email. For each reminder, use the drop down box to select when you would like to be notified for that reminder. By default, reminders are displayed on the thermostat screen. Click thenotify Me check box if you would like to receive an email and/or Notify HVAC technician if you want to send the reminder to your HVAC technician (your technician would need to program an email address for this option to function.) Certain reminders are considered alarms (for example a cold temperature alarm) and cannot be disabled.
Personal Web Portal Settings Tab What is My Apps? My Apps is where you will be able to see any Apps you have authorized for your account! ecobee is working in partnership with many developers to produce Apps to enhance your ecobee experience! To Add an App you ll need a four digit code generated by the developer of the App, you will have to enter this code in the grey box and click Install App, you ll go through a simple authorization process and your app will be added to your account. You may also have authorized the application using your web browser as directed by a 3rd party service. Any applications that you authorize will have access to all of the thermostats registered under your account as specified in the permissions the application requests. Once you have apps you ll see the name(s) of the app(s) installed. Once you click the arrow to the left of the app icon, the company details will be shown. Delete : Please note that once you delete this app from My Apps it will no longer be functional and you will not be able to access it from your web portal, smart phone or other mobile devices. You are able to re-authorize the deleted application should you change your mind. About the About view The About section of the preferences gives you information about the products you have purchased and the people that service them. Click the ecobee tab to get information about how to get help from the ecobee web site and where to call for ecobee tech support. Click the contractor tab to get information about your installer and heating and cooling service contractor. Click the utility tab to get information about your utility company. Click the Version tab to get information about the hardware and software versions installed in your home. You can also find important license and copyright information here.
Personal Web Portal Settings Tab About the reset view 1. Reset your registration: If you would like to change the current ecobee Smart Thermostat owner email, or you are moving and taking your Smart Thermostat with you, you can reset your registration. Once registration is reset, you are able to complete the registration process again with your new information. 2. Reset Preferences and Programs: Resetting preferences and programs will remove all user specific data including the user preferences, thermostat program and reminders. Installer settings will not be reset and will continue to maintain the current information. Once you have made a selection, press submit. Click continue to have your registration or preferences and programs reset.
Personal Web Portal Home IQ TM Tab About Home IQ In order to generate your Home IQ reports, specific information about your home is required. In your personal Web Portal, under the Settings tab, click on the My House widget and complete all of the required fields in the Characteristics tab. Note: Your Home IQ reports will populate approximately one month after you have completed this step. ecobee s exclusive Home IQ provides ecobee you with unique and personalized insights into your home s heating and cooling performance, energy efficiency and savings. With Home IQ, it s never been easier to understand and manage your home energy consumption, right from your personal Web Portal! Home IQ lets you see your monthly estimated energy savings, your monthly heating and cooling summaries, details on performance influencing factors such as the weather and average set point, HVAC runtime reports and more. ecobee s Home IQ is just another example of how ecobee continues to bring you value-added services.
ecobee Mobile App Control your ecobee Smart Thermostat when you re away from home with our iphone / ipod Touch, Android, or Blackberry apps. Download the free app from itunes, Android Market, or Blackberry Store and instantly log into your user account and control your heating and cooling remotely, set vacation schedules, go into Quick Save mode, change the occupancy, see weather, check your system details, and more.