Salus OPTIMA, OPTIMA ZigBee User Manual

For other language versions, please visit: www.salusinc.com

OPTIMA'ZigBee'Thermostat'

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User'Manual'

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Please read these instructions carefully before installing and using
the OPTIMA thermostat, and keep this guide in a safe place for future
reference.

• Follow all local and electricity supplier regulations regarding the
installation or replacement of a thermostat. An authorized,
qualified installer may be required.

• Do not connect any of the terminals to the 110/220 VAC
supply. The OPTIMA thermostat uses two AA batteries or a 24

VAC power source.

• Do not cover any of the vents on the thermostat.

• Do not install this unit at an altitude over 2000 meters.

• Do not place the unit in a bathroom or area of excessive

moisture. Do not allow the unit to get wet. This device serves as
a temperature control system only in dry, closed living and office
spaces.

• Do not expose the unit to temperatures below 5°C or above
40°C, humidity above 80%, or pollution above level 2.

OPTIMA'ZigBee'Thermostat' iii'

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• Do not expose the unit to voltage fluctuations more than +/-
10%.

• Do not use solvents or aggressive cleaning agents. A dry, soft
cloth is recommended.

The manufacturer accepts no responsibility for damage caused by
not following these instructions.

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IN#THE#BOX# 1!

CONTROLS#AND#DISPLAY# 2!

BUTTONS! 2!
HOME!SCREEN! 4!

INSTALLING #T H E#T H ER M OSTAT# 6!

TOOLS! 7!
TURN!OFF!POWER!TO!HVAC!SYSTEM! 7!
DETERMINE!WIRING!CONFIGURATION! 7!
REMOVE!OLD!THERMOSTAT! 9!
INSTALL!MOUNTING!PLATE! 9!
ATTACH!WIRING! 10!
INSTALL!BATTERIES! 10!
INITIAL!CONFIGURATION! 11!
ATTACH!THERMOSTAT!TO!MOUNTING!PLATE! 12!
TURN!POWER!BACK!ON!TO!THE!HVAC!SYSTEM! 12!
CONFIGURE!THERMOSTAT! 12!

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USING#THE#THERMOSTAT# 13!

CHANGING!THE!SET!POINT!TEMPERATURE! 13!
SETTING!A!HOLD!SET!POINT!TEMPERATURE! 14!
CHANGING!THE!OPERATING!MODE! 15!
TURNING!ON!THE!FAN! 15!

CONFIGURING#THE#THERMOSTAT# 16!

CONFIGURATION!MENUS! 16!
RESET!TO!DEFAULTS! 21!

SPECIFICATIONS# 22!

TROUBLESHOOTING# 23!

SALUS#WARRANTY# 23!

APPENDIX#A#–#WIRING#DIAGRAMS# 26!

TERMINAL!DEFINITIONS! 26!
CONVENTIONAL!SINGLE!TRANSFORMER!HEAT!AND!COOL!SYSTEM ! 27!
CONVENTIONAL!TWO!TRANSFORMER!HEAT!AND!COOL!SYSTEM! 28!

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FLOOR!HEATING!SYSTEM! 29!
SINGLE!TRANSFORMER!HEAT!PUMP!SYSTEM! 30!
TWO!TRANSFORMER!HEAT!PUMP!SYSTEM! 31!

APPENDIX#B#–#REGULATORY#STATEMENTS# 32!

FCC!STATEMENTS! 32!
FCC!AND!INDUSTRY!CANADA! 33!
INDUSTRY!CANADA! 33!

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OPTIMA'ZigBee'Thermostat' 1'

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Thermostat with

Mounting Plate

Trim plate

Screws and Anchors

Wire Labels

2 x AA alkaline

batteries

User’s Manual

Quick Start Guide

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Slider Ring

+/Next

–/Previous

Fan/Hold

/Back

Mode
/Enter

Reset

(on bottom of unit)

OPTIMA'ZigBee'Thermostat' 3'

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Button

Regular Mode

Installation Mode

Slider Ring

Slide clockwise to
increment or counter­clockwise to decrement
values.

Display next/previous
option.

–/Previous

Tap to decrement values.

Display previous option.

+/Next

Tap to Increment values.

Display next option.

FAN/HOLD
/Back

Select fan mode.
Engage HOLD when
adjusting temperature.

Back to previous menu.
MODE
/Enter

Select operating mode.

Select displayed option.
Reset

Reset to default state.

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The Home screen is the main display screen. If you do not press any
buttons for 3 seconds, the thermostat will return to the Home screen.

System Mode

Fan Mode

Set Point
Temperature

Room Temperature

Day of Week
& Time

Radio Icon

Low Battery

Heat and
Cool Icons

Label Area

Fan Indicator

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Indicator

Meaning

Heat and Cool
Icons

Indicates HVAC / heat-pump state.

– Air Conditioner is on or Cooling

– Furnace is on or Heating

blank – No HVAC / heat pump activity

Radio Icon

Indicates when the thermostat is connected to a
smart home system

Low Battery

Indicates when the 2 AA batteries need to be
replaced

Label Area

Displays thermostat state, menu and options (see
Using the Thermostat and Configuring the Thermostat
sections for more info)

Day of Week
& Time

Displays day of the week and time in 12- or 24-hour
format

Room Temp.

Displays the room temperature at the thermostat

Fan Indicator

Indicates Fan state.

– Fan ON

blank – Fan OFF

Set Point
Temperature

Displays the set point temperature for the selected
system mode

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Indicator

Meaning

System Mode

Operating mode for the HVAC / heat pump system

Off – System is OFF
Cool – AC or Cooling mode
Heat – Furnace or Heating mode
EmHeat – Emergency Heat mode (heat pump only)

Fan Mode

Manual Fan Override

Auto – Fan based on Heat / Cool activity
On – Fan is always ON

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There are five basic steps to installing the thermostat

• Turn off power to the HVAC system

• Determine the wiring configuration

• Install new thermostat, removing old thermostat and/or

mounting the trim plate if required

• Turn power back on to the HVAC system

• Configure the new thermostat

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You may need the following tools to install the Optima thermostat.

• Smartphone or camera to take pictures

• Phillips or flathead screwdriver

• Small screwdriver to disconnect wires from old terminals

• Pencil

• Drill with 3/16” bit (only if you cannot mount the thermostat

using the existing holes)

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Locate the HVAC breaker in the electrical panel and turn OFF the
circuit. In some regions, there may be a switch located near the HVAC
system.

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If the OPTIMA thermostat is being installed in a new system, refer to
Appendix A for the proper wiring configuration and skip to the Install
Mounting Plate section.

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When replacing an existing thermostat, the goal is to replicate the
wiring of the old thermostat on the OPTIMA thermostat.

• Remove the old thermostat to expose the wiring terminals.

• Take a picture of the wiring for future reference.

• Note the terminals attached to each wire and attach the

matching label to the ends of the wires.

• If the terminals are
unmarked on the
old thermostat, you
may need to go to
the furnace / air
conditioner / heat
pump to determine
the terminals for
each wire color. Use
the table to the
right to keep track.

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R'

RC'

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RH'

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C'

C'

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Y1'

Y1'

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Y2'

Y2'

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W1'

W1'

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O/B'

W2'

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G'

G'

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Remove the old thermostat from the
wall, taking care not to allow the wiring
to fall inside the wall.

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Remove the mounting plate from the back of the Optima thermostat.
Use the included wall anchors and screws to attach the mounting
plate to the wall, making sure the wires run through the center
opening.

If there is space on the wall from
the old thermostat that needs to
be covered, insert the trim plate
between the mounting plate and
the wall, and mount both plates
using the same anchors and
screws. The trim plate can be
oriented vertically or horizontally
for proper coverage.

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Before attaching the wires, match the wire (using
the labels) to its corresponding terminal. Refer to
the picture of the wiring taken earlier if
necessary.

• Open the terminal by lifting the latch up.

• Push each wire into the hole of the terminal

and push the latch down to secure the wire.

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Insert the alkaline batteries into the back of the
thermostat. Make sure the polarities of the
batteries are correct.

Alkaline batteries are recommended as the Low
Battery sensor is tuned to alkaline batteries.

Warning: Do not mix old and new batteries. Do
not mix different chemistries (Alkaline, Ni-Cad,
Lithium, etc.)

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After inserting the batteries, the display will flash all the segments,
followed by the firmware version number, then display US / CA
with a blinking US.

When configuring the thermostat, select the desired option by
pressing the + or – button or using the slider ring to cause the
desired value to blink, then pressing MODE.

Using the table below, select your country, then your type of system.

Blinking Value

Description

US

United States – Configures thermostat for use in the US.

CA

Canada – Configures thermostat for use in Canada

HP

Heat Pump

NON-HP

Non Heat Pump – Gas, electric, or oil heat

O

Heat Pump with O reverse valve

B

Heat Pump with B reverse valve

HE

Electric Heat

HG

Gas or Oil Heat

After the initial configuration, the thermostat will display the Home
Screen, at which point it is ready to be attached to the Mounting Plate.

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Attach the thermostat to the
Mounting Plate by aligning the
connector pins and the plastic
retention posts and pushing the
thermostat onto the mounting plate.

Make sure the connector pins are not
bent and that the thermostat is
fully seated on the mounting plate.

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Go to the breaker box or furnace switch and turn the HVAC system
back on.

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The thermostat can now be used as a local manual thermostat, but to
enable the enhanced features, additional settings need to be
configured. See the Configuring the Thermostat section for more
details.

OPTIMA'ZigBee'Thermostat' 13'

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The OPTIMA thermostat offers basic functions from the local controls,
such as changing the Set Point and turning on the fan. To conserve
energy and minimize distractions at night, the display backlight
automatically turns off if no buttons are pressed within 10 seconds.

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There are two ways to change the set point temperature, using the +
or – buttons, or the slider ring.

From the Home Screen, the first press of the + button will move the
set point temperature to the large temperature display and blink the
display. Each press afterwards will increase the set point by 0.5
degrees. If the set point is not changed further within three (3)
seconds, the flashing value becomes the new set point temperature
and the screen returns to the Home Screen.

Similarly, from the Home Screen, the first press of the – button will
move and blink the set point temperature, and each press afterwards
will decrease the set point by 0.5 degrees.

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Sliding your finger along any part of the slider ring (the silver circular
ring around the screen) other than the MODE and FAN/HOLD
locations will also change the set point temperature. To increase the
set point, slide clockwise on the circular ring. To decrease the set
point, slide counterclockwise. While sliding, you can slide through the
MODE and FAN/HOLD locations. Lift your finger from the ring when
the desired set point is displayed and it will be saved when the
blinking stops and the screen returns to the Home Screen.

The set point temperature will stay at the selected value until
changed by the buttons or by the connected smart home system.

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If you would like to have the OPTIMA thermostat ignore set point
temperature changes from the connected home system, you can
place the thermostat on HOLD.

To do this, select the desired set point temperature and press the
FAN/HOLD button while the set point temperature is blinking. The
word HOLD will appear in the Label Area to indicate the HOLD state.

OPTIMA'ZigBee'Thermostat' 15'

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To remove the HOLD state, simply change the set point temperature
using the buttons or the slider ring. The thermostat will now accept
set point changes from the connected home system.

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To change the operating mode of the system, simply touch the MODE
button to select between the following:

• Off – The thermostat will not call for heat or cooling.

• Cool – The thermostat will call for cooling if the room

temperature is above the Cool set point.

• Heat – The thermostat will call for heat if the room temperature
is below the Heat set point.

• Emergency Heat – For heat pumps only. The thermostat will call
for heat from the secondary heating unit instead of the heat
pump if the room temperature is below the Heat set point.

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When you want the fan to be on regardless of the heating or cooling
state, press the FAN/HOLD button when the Home Screen is
displayed.

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The Fan Mode will change to indicate the current mode of the fan,
and the Fan Icon will appear when the fan is turned on. There will be
a slight delay between selecting Fan On mode and the fan turning on.

Press the FAN/HOLD button again to put the fan back into Auto mode,
under the control of the thermostat.

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Configuration Mode is for experienced or authorized installers

To enter Configuration Mode, press MODE for 3 seconds. The display
will clear and show a blinking CLOCK in the Label Area. In
Configuration Mode, after 20 seconds of inactivity, the thermostat
will exit Configuration Mode and return to the Home Screen.

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Following are the functions that can be configured on the OPTIMA
thermostat. When a sub-menu option is selected, the thermostat will
return to the sub-menu title to indicate that the option has been
stored. The + or – buttons can be used to select another menu item
at the same level. To return to a higher-level menu item at any time,
press the FAN/HOLD button.

OPTIMA'ZigBee'Thermostat' 17'

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CLOCK

Time Zone – default is PST

US

CA

NST – Newfoundland Time Zone

√

AST – Atlantic Time Zone

√ EST – Eastern Time Zone

√ √ CST – Central Time Zone

√ √ MST – Mountain Time Zone

√

√

PST – Pacific Time Zone

√ √ AKST – Alaska Time Zone

√

√

HST – Hawaii Time Zone

√

√

12/24 hour format

12 hr - Use AM/PM indicators (default)
24 hr - Use 24 hour notation

Time

Set current time in hours and minutes (defaults to midnight)

Date

Set month, day, and year (defaults to Jan 1, 2014)

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Daylight Savings Time

ON – Daylight Savings Time is observed (default)
OFF – Daylight Savings Time is NOT observed

SETTINGS

Country – sets operating limits and defaults for time zone and
temperature units

US – United States values
CA – Canadian values

HVAC Type

HP – Heat Pump

O – O reverse valve (default)
B – B reverse valve

NON-HP – Electric, Gas, or Oil heat

FAN HG – Fan functionality for gas heating (default)
FAN HE – Fan functionality for electric or oil heating

Temperature Units

ºF – Use Fahrenheit units for temperature (US default)
ºC – Use Celsius/Centigrade units for temperature (CA default)

OPTIMA'ZigBee'Thermostat' 19'

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Offset – should the temperature sensor need calibration

This value is added to the sensed temperature to determine the
room temperature.
Range: ±7ºF in 1 degree increments

±4ºC in 0.5 degree increments

Default: 0 degrees

Span – temperature variance before taking action

This value determines the amount of temperature variation
allowed before calling for heat or cooling. Example: a span of 1ºF
with a set point of 70ºF will allow the room temperature to swing
between 69ºF and 71ºF without taking action.
Range: 0.5 – 2.0ºF in 0.5 degree increments

0.25 – 1.0ºC in 0.25 degree increments

Default: 0.5ºF (US), 0.25ºC (CA)

PAIR

This menu item allows the Optima ZigBee thermostat to be
connected to a compatible connected home system.

Pairing the OPTIMA to a connected home system is a coordinated
effort between the two systems. Following are general steps for the

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pairing process. Check with your connected home system
procedures for more details.

• Prepare connected home system to add a thermostat.

• Go to the PAIR menu item on the OPTIMA thermostat.

• Press MODE to select pairing mode. Display will show' WILL

PAIR.

• Press MODE again to enter pairing mode. Display will show the
number 10 and Pairing.

• Wait for the connected home system to recognize the
thermostat. The thermostat will blink IDENTIFY and return to
the Home Screen when the thermostat has been added to the
system. The blinking IDENTIFY will go away after 3 minutes.

UPDATE

This menu item initiates a check for new firmware on the
connected home system and updates the firmware automatically if
one is found.

OPTIMA'ZigBee'Thermostat' 21'

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The RESET button is located on the bottom surface of the OPTIMA
and can only be accessed with a pin. When pressed, the RESET button
will return the OPTIMA to default values as follows:

Time

Midnight

System Type

Non-HP: Fan HG

DST

ON

Mode

Heat

Date

Jan. 1, 2014

Fan

Auto

12/24 hr

12

Heat Set Point

20 °C / 68 °F

Cool Set Point

26 °C / 79 °F

Span

0.25 °C / 0.5 °F

Offset

0 °

RESET WILL NOT CLEAR:

• Country and related settings (time zone and temperature units)

• Networking information

• HVAC system type

After reset, the OPTIMA will look for the hub or gateway from before
the reset. The OPTIMA will only connect to another network when the
PAIR function is performed.

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Temperature units

°C or °F

Operating temperature

32-113 °F (0-45 °C)

Indoor temperature
measurement range

32-99 °F (0-37 °C)

RF frequency

2.40-2.48 GHz

RF range

Up to 1300 ft (400 m) line of sight

Protocol

ZigBee – Home Automation 1.2

Battery Power

2 x AA Alkaline battery

Battery Life

18 months under normal usage

A/C power

18-30 VAC at R and C terminals

Size

4.2” (L) x 4.2” (W) x 1.1” (H)

10.7cm (L) x 10.7cm (W) x 2.9cm (H)

Weight

0.76 lb (345 g)

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OPTIMA'ZigBee'Thermostat' 23'

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The thermostat does not call for heat and/or cooling.

• Check that the connector pins are straight

• Check that the thermostat is fully seated on the mounting plate. If the

terminal connections are not fully engaged, the firmware does not
activate the relays. This prevents power surges to the HVAC system.

The heat and cooling are reversed.

• Check that the thermostat is configured properly, Heat Pump (HP) or
non-HP. If Heat Pump, Check that the O/B configuration is correct.

• Check that the wiring is correct, especially the Y and W wires. If Heat
Pump, Check that the O/B wire is correct.

The fan does not turn on.

• Check that the wiring is correct, especially the G wire.

• If oil or gas heating, make sure the furnace is working. in Gas Heat

mode (HG), the fan is under furnace control to avoid a blast of cold air
at the start.

Display does not appear when low batteries are replaced.

• Press the Reset button on the bottom of the thermostat with a
straightened paper clip or pen point.

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Salus Controls Inc. (“Salus”) warrants that for a period of two (2) years
(“Warranty Period”) from the date of purchase by the consumer (“Customer”),
this device, excluding batteries (“Product”), shall be free of defects in
materials and workmanship under normal use and service in accordance
with all supplied instructions. During the warranty period, Salus shall, at its
option, repair or replace any defective Products, at no charge for the device.
Any replacement and/or repaired devices are warranted for the remainder of
the original Warranty Period or ninety (90) days, whichever is longer.

This warranty does not cover removal or reinstallation costs. This warranty
does not apply to any Product (i) which has been modified, repaired, or
altered, except by Salus or an authorized Salus representative, (ii) which has
not been maintained in accordance with any handling or operating
instructions supplied by Salus, or (iii) which has been subjected to unusual
physical or electrical stress, misuses, abuse, negligence or accidents.

This warranty is the only express warranty Salus makes for the Product. Any
implied warranties, including warranties of merchantability or fitness for a
particular purpose, are limited to the Warranty Period or the shortest period
allowed by law.

SALUS SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE OF ANY KIND,
INCLUDING ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES
RESULTING, DIRECTLY OR INDIRECTLY, FROM ANY BREACH OF ANY
WARRANTY, EXPRESS OR IMPLIED, OR ANY OTHER FAILURE OF THIS
PRODUCT. Some states and provinces do not allow the exclusion or
limitation of incidental or consequential damages, or limitation on the

OPTIMA'ZigBee'Thermostat' 25'

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duration of implied warranties of merchantability or fitness, so these
exclusions or limitations may not apply to you.

No oral or written information or advice given by Salus or a Salus-authorized
representative shall modify or extend this warranty. If any term is held to be
illegal or unenforceable, the legality or enforceability of the remaining terms
shall not be affected or impaired.

Customer’s sole and exclusive remedy under this limited warranty is product
repair or replacement as provided herein. If a Product under warranty is
defective, the Customer may:

• contact the party (“Seller”) from which the Customer purchased the

Product to obtain an equivalent replacement product after the Seller has
determined that the Product is defective and the Customer is eligible for
a replacement, or,

• contact Salus Service at 4700 Duke Drive, Suite 200, Mason, OH 45040,

to determine whether the device qualifies for a replacement. If a
replacement is warranted and is shipped prior to the return of the
device under warranty, a credit card is required and a hold may be
placed on the Customer’s credit card for the value of the replacement
until the returned device is verified as eligible for replacement, in which
case, the Customer’s credit card will not be charged.

This warranty gives you specific legal rights, and you may also have other
rights that vary from jurisdiction to jurisdiction. If you have any questions
regarding this warranty, please write Salus at:

123 Townsend St. Level LL2
San Francisco, CA 94107

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WARNING: Changes or modifications to this unit not expressly approved by
the party responsible for compliance could void the user’s authority to
operate the equipment.

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.

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:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to

which the receiver is connected.

• Consult the dealer or an experienced radio/TV technician for help.

OPTIMA'ZigBee'Thermostat' 33'

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RF Radiation Exposure statement: This equipment complies with FCC and
Industry Canada RF radiation exposure limits set forth for an uncontrolled
environment. This equipment should be installed and operated with a
minimum distance of 20 centimeters between the antenna and all persons.

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Under Industry Canada regulations, this radio transmitter may only operate
using an antenna of type and maximum (or lesser) gain approved for the
transmitter by Industry Canada. To reduce potential radio interference to
other users, the antenna type and its gain should be so chosen that the
equivalent isotropically radiated power (e.i.r.p.) is not more than that
necessary for successful communication.

This device complies with Industry Canada licence-exempt RSS standard(s).
Operation is subject to the following two conditions: (1) this device may not
cause interference, and (2) this device must accept any interference,
including interference that may cause undesired operation of the device.

Le présent appareil est conforme aux CNR d'Industrie Canada applicables
aux appareils radio exempts de licence. L'exploitation est autorisée aux deux
conditions suivantes : (1) l'appareil ne doit pas produire de brouillage, et (2)
l'utilisateur de l'appareil doit accepter tout brouillage radioélectrique subi,
même si le brouillage est susceptible d'en compromettre le fonctionnement.

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Version'1.0'

Salus Controls Inc.

123 Townsend St. Level LL2

San Francisco, CA 94107