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ISY-99i Series
User Manual
90 pgs2.12 Mb0

Universal Devices ISY-99i Series, ISY-994i Series User Manual

ISY-99i & 994i Series User Guide
(Supporting Firmware Release 3.3.10 and above)
April 27, 2013
Table of Contents
1.1 What's Included ................................................................................................................... 1
1.2 Requirements ...................................................................................................................... 1
1.3 Getting To Know Your ISY ....................................................................................................... 2
2.1 Hardware Installation ............................................................................................................ 5
2.2 Connecting to the ISY from a Local PC ....................................................................................... 5
2.3 The HTML Interface ............................................................................................................... 8
2.4 Launching the Administrative Console ..................................................................................... 11
3.1 Basic Configuration ............................................................................................................. 12
3.1.1 Setting the User ID and Password ................................................................................ 12
3.1.2 Setting the Time and Location ..................................................................................... 12
3.1.3 Keyboard Navigation ................................................................................................. 13
3.1.4 Themes .................................................................................................................. 14
3.2 The Main Tab ..................................................................................................................... 15
3.2.1 Adding INSTEON Devices ............................................................................................ 15
3.2.2 Adjusting Settings on INSTEON Devices ......................................................................... 18
3.2.3 Creating INSTEON Scenes ........................................................................................... 20
3.2.4 Organizing INSTEON Devices and Scenes ....................................................................... 23
3.2.5 Controlling INSTEON Devices and Scenes ....................................................................... 24
3.2.6 Other Functions (Restore, Disable, Query, & more) .......................................................... 25
3.3 The Programs \ Details Tab ................................................................................................... 25
3.3.1 The Basics of ISY Programs ......................................................................................... 26
3.3.2 Creating Your First Program ........................................................................................ 26
3.3.3 Building Your Programs ............................................................................................. 30
3.3.4 Program Schedules ................................................................................................... 33
3.3.5 Conditions .............................................................................................................. 34
3.3.6 Program Actions ...................................................................................................... 36
3.3.7 Program Folders ....................................................................................................... 39
3.3.8 Other Functions ....................................................................................................... 40
3.4 The Programs \ Summary Tab ............................................................................................... 41
3.5 Variables........................................................................................................................... 42
3.5.1 Creating Variables .................................................................................................... 42
3.5.2 Using the Status of Variables in Programs ...................................................................... 43
3.5.3 Modifying Variables in Programs ................................................................................. 43
3.5.4 Using Variables in Notifications ................................................................................... 44
3.6 The Integrated IR Receiver .................................................................................................... 45
3.6.1 Using the 40 Default IR Codes ..................................................................................... 45
3.6.2 Using the IR Learning Mode ........................................................................................ 46
3.7 Notifications ...................................................................................................................... 47
3.7.1 Adding Recipients & Changing Server Settings ................................................................ 47
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3.7.2 Custom Notifications ................................................................................................. 48
3.8 Interfacing with the Elk ........................................................................................................ 50
3.9 Optional Modules ............................................................................................................... 52
3.9.1 Network Module ...................................................................................................... 52
3.9.2 Climate Module ....................................................................................................... 55
3.9.3 Electricity Module .................................................................................................... 57
3.9.4 Open Auto Demand / Response Module ........................................................................ 58
3.9.5 ELK Security Module ................................................................................................. 58
3.9.6 X10 Module ............................................................................................................ 59
3.9.7 The Irrigation Module ............................................................................................... 60
3.10 Diagnostics ........................................................................................................................ 61
3.10.1 The Event Viewer ..................................................................................................... 61
3.10.2 System Status .......................................................................................................... 62
3.10.3 PLM Info/Status ....................................................................................................... 62
3.10.4 PLM Links Table ....................................................................................................... 62
3.10.5 Show Device Links Table ............................................................................................ 62
3.10.6 Show ISY Links Table ................................................................................................. 63
3.10.7 Scene Test .............................................................................................................. 63
3.10.8 Query INSTEON Engine .............................................................................................. 63
Table of Figures
Figure 1 ISY-99i Series Rear Panel ......................................................................................................... 2
Figure 2 ISY-994i Series Rear Panel ........................................................................................................ 3
Figure 3 Login Window ....................................................................................................................... 7
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Figure 4 Help/About Menu .................................................................................................................. 7
Figure 5 My URL ................................................................................................................................ 7
Figure 6 ISY’s HTML Interface ............................................................................................................... 9
Figure 7 Admin Console/File Menu ..................................................................................................... 12
Figure 8 Setting the Clock .................................................................................................................. 13
Figure 9 Change Theme Menu ........................................................................................................... 14
Figure 10 Theme Samples ................................................................................................................. 14
Figure 11 The Main Tab .................................................................................................................... 15
Figure 12 The Link Management Menu ................................................................................................ 16
Figure 13 Linking Options .................................................................................................................. 16
Figure 14 New INSTEON/A10/X10 Screen ............................................................................................. 18
Figure 15 File/Automatic Writes Menu ................................................................................................ 19
Figure 16 Pending Changes Icon ......................................................................................................... 19
Figure 17 Write Updates to Device ...................................................................................................... 20
Figure 18 New Scene Screen .............................................................................................................. 21
Figure 19 Choose Scene Screen .......................................................................................................... 21
Figure 20 Cross-Linking ..................................................................................................................... 22
Figure 21 Multiple Responders with 1 Controller ................................................................................... 22
Figure 22 Controller Properties .......................................................................................................... 23
Figure 23 Scene Controls .................................................................................................................. 24
Figure 24 Creating a Program ............................................................................................................. 26
Figure 25 Naming a Program ............................................................................................................. 27
Figure 26 IF Statement ..................................................................................................................... 27
Figure 27 Schedule at Sunset ............................................................................................................. 27
Figure 28 Adding to the IF Statement .................................................................................................. 28
Figure 29 Adding a THEN Statement .................................................................................................... 28
Figure 30 Adding to the THEN Statement ............................................................................................. 28
Figure 31 Highlight “Time is Sunset” .................................................................................................... 29
Figure 32 Updating the Schedule ........................................................................................................ 29
Figure 33 Adding an ELSE Statement ................................................................................................... 30
Figure 34 Adding to the THEN Statement ............................................................................................. 30
Figure 35 Additional Program Buttons ................................................................................................. 31
Figure 36 Grouping Conditions ........................................................................................................... 31
Figure 37 Adding Program Comments .................................................................................................. 32
Figure 38 Temporarily Disable a Program ............................................................................................. 32
Figure 39 Display of Disabled Programs ................................................................................................ 32
Figure 40 Display of Unsaved Programs with Changes ............................................................................. 33
Figure 41 Schedule Screen – Time Range .............................................................................................. 33
Figure 42 Schedule Screen – Time & Day .............................................................................................. 34
Figure 43 Status Condition – 100% Bright ............................................................................................. 35
Figure 44 Status Condition – Any Brightness ......................................................................................... 35
Figure 45 FAST ON Condition ............................................................................................................. 36
Figure 46 X10 Condition ................................................................................................................... 36
Figure 47 WAIT Action ...................................................................................................................... 38
Figure 48 RANDOM Action ................................................................................................................ 38
Figure 49 Flash Lights ON and OFF ...................................................................................................... 39
Figure 50 Folder Conditions ............................................................................................................... 40
Figure 51 ISY Toolbar ....................................................................................................................... 41
Figure 52 Counter Variable ................................................................................................................ 43
Figure 53 Increment a Variable by 1 .................................................................................................... 44
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Figure 54 Set a Variable’s Initial Value ................................................................................................. 44
Figure 55 Email Based on Motion Sensor Trigger .................................................................................... 44
Figure 56 Email Recipients Screen ....................................................................................................... 48
Figure 57 Motion Sensor Email ........................................................................................................... 49
Figure 58 Scheduling an Email ............................................................................................................ 49
Figure 59 ELK Configuration Screen ..................................................................................................... 50
Figure 60 ELK Status Screen ............................................................................................................... 51
Figure 61 Import Lighting Data ........................................................................................................... 52
Figure 62 Networking Actions ............................................................................................................ 54
Figure 63 Weather Stations ............................................................................................................... 55
Figure 64 Local Weather Information .................................................................................................. 56
Figure 65 Using Climate Conditions ..................................................................................................... 57
Figure 66 Electricity Meter Settings Screen ........................................................................................... 57
Figure 67 Electricity Conditions .......................................................................................................... 58
Figure 68 ELK Resources ................................................................................................................... 58
Figure 69 Using ELK Conditions .......................................................................................................... 59
Figure 70 ELK Actions ....................................................................................................................... 59
Figure 71 Adding and X10 Device ........................................................................................................ 60
Figure 72 WeatherBug Settings .......................................................................................................... 61
Figure 73 ISY Front Panel .................................................................................................................. 66
Figure 74 ISY with Cover Removed ...................................................................................................... 72
Figure 75 Assigning a Static IP Address ................................................................................................. 77
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1 Introduction
Thank you for purchasing an ISY-99i / 994i Series device – Universal Devices, Inc.’s line of intelligent, stand-alone, web-enabled INSTEON controllers.
With the ISY-99i / 994i Series, you can:
Program, configure and manage your INSTEON devices Automate your home using sophisticated timers, triggers, and macros Conserve energy in your home Remotely control your home using the ISY’s web interface And, MUCH more!
This User Guide will help you to get your ISY-99i / 994i installed and configured, and will provide links to additional resources which you may find helpful. Please read through this guide before beginning installation.
1.1 What's Included
Depending on the package you have purchased, you should receive at a minimum:
ISY-99i or 994i Series device (2) Standard Category 5e Ethernet patch cables Quick Start guide
The ISY-99i / 994i Series controller also requires a Smarthome 2412S (now discontinued) or 2413S Power-Line Modem (PLM), which is sold separately direct from Smarthome.
NOTE: If using a 2412S PLM, no separate power supply is required for the ISY since the necessary power is supplied directly from the PLM. If using a 2413S PLM, the ISY will require a separate power supply. If needed, use a power supply with the following specs:
5-30 VDC 300 mA minimum Center positive 2mm male barrel jack
1.2 Requirements
The ISY requires a Smarthome 2412S (now discontinued) or 2413S Power-Line Modem (PLM) to communicate to and from your INSTEON devices:
http://www.smarthome.com/2413s.html
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A Java-enabled web browser (such as Internet Explorer or FireFox) is required to launch the ISY’s Administrative Console. The latest version of Java can be downloaded from:
http://www.java.com/getjava
A DHCP-enabled router (or other DHCP-enabled network) is recommended for easiest installation and configuration of the ISY.
If using a non-DHCP-enabled router, or a direct connection to a computer which is not a DHCP server using an Ethernet cross-over cable (not included), the following are required in order to configure the ISY's network parameters:
For the ISY-99i series device you will need a null-modem serial cable and available
serial port (or USB to serial adapter) on your computer.
For the ISY-994i series device you will need a micro USB cable and available USB port
on your computer.
1.3 Getting To Know Your ISY
The ISY’s front panel has several elements you should be familiar with:
The LEDs on the front of your unit show the current status of your ISY. They can also
assist with troubleshooting any issues you may be having. For more information on the ISY’s front panel LEDs and what they mean, please see Appendix A: Front Panel LEDs.
A Reset Button is located on the front of your ISY. To simply reboot your ISY, use a
sharp object to briefly press the ISY’s recessed Reset Button. To factory reset your ISY,
please see Appendix B: Performing a Factory Reset.
Certain ISY-99i Series controllers include an integrated IR receiver located on the front
of the unit. This IR receiver can be used to control your home using an RC-5-capable universal remote control.
The rear panel of the ISY features the following:
Figure 1 ISY-99i Series Rear Panel
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Figure 2 ISY-994i Series Rear Panel
The Power port is used to provide power to the ISY with an AC adapter. This may not be necessary if using a 2412S PLM (now discontinued), but is required when using a 2413S PLM. Please use an AC adapter that provides 5VDC, a minimum of 300mA, and is center terminal positive.
Even if using a 2412S PLM, there are several reasons why you may want to use a separate AC adapter instead of power provided by the PLM:
An AC adapter can be plugged into a UPS to help protect the ISY from power outages
and power surges. The PLM cannot be plugged into a UPS.
Powering the ISY using a separate AC adapter may help improve (by a small amount)
the signal strength of the INSTEON PLM.
Port A is an RJ-45 connector used to attach your INSTEON PLM to the ISY. This allows the ISY to communicate with your INSTEON devices. Please use a standard Category 5e network patch cable (included) to connect between your ISY and the PLM. WARNING: DO NOT use this port to connect to an Ethernet router or switch.
Port B (ISY-99i Series ONLY) is a 9-pin female RS-232 serial port used for initial configuration for users without a DHCP-enabled network, or for advanced troubleshooting. Please use a standard 9-pin null-modem serial cable (included with the PRO version) to connect your ISY to your PC’s serial port.
The Monitor port (ISY-994i Series ONLY) is a micro USB port used for initial configuration for users without a DCHP-enabled network, or for advanced troubleshooting. Please use a standard micro USB cable to connect your ISY to an available USB port on your PC.
The Network jack is used to attach the ISY to your Ethernet network. Use a standard Category 5e network patch cable (included) to plug your ISY into an available network jack on your router or switch. If connecting directly to a PC for programming, please use an Ethernet cross-over cable (not included). WARNING: DO NOT use this port to connect to an INSTEON PLM.
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NOTE: Your ISY may also include an externally accessible SD card slot. Please DO NOT
remove the SD card while the ISY is running. ISY’s without an external SD slot must be
opened in order to replace the SD card.
For instructions on replacing your SD card, please see Appendix C: Replacing / Upgrading Your SD Card.
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2 Installation
Installation of the ISY is completed in several easy steps. The following instructions assume that you are installing the ISY on a DHCP-enabled network (true in the vast majority of cases) and are using a Windows-based PC to connect to the ISY.
If you do not have a router or other DHCP-enabled network to plug the ISY into and plan on using a direct connection to a PC, or if you are using an OS other than Windows, please see our online Wiki for more advanced installation instructions:
http://wiki.universal-devices.com
2.1 Hardware Installation
Installation of the ISY hardware is completed in several easy steps:
1. Plug your ISY into your home network. Simply plug one end of an included Ethernet
cable into the ISY’s Network jack. Plug the other end of the cable into your router or
network switch/hub.
2. Plug your ISY into the INSTEON PLM. Connect one end of the included Ethernet cable
and attach it to Port A on the ISY. The other end of the cable plugs into your INSTEON PLM.
3. Apply power to the PLM and ISY by plugging it into a standard power outlet. Do not
plug the PLM into a UPS or surge protector of any kind. If possible, avoid plugging the PLM into an outlet on the same circuit as other electronic devices to ensure optimal communications with your INSTEON devices. For information on troubleshooting INSTEON communication issues, and tips on creating a reliable INSTEON network, see Appendix H: Troubleshooting INSTEON Communication Issues.
Once power is supplied to your ISY, it will automatically boot up. The RX, TX, and Mem LEDs may flash briefly, and the PWR LED should be on steady. The two small green LEDs on the ISY’s Network jack should be on (indicating a good network connection) and may flash (indicating network activity).
2.2 Connecting to the ISY from a Local PC
There are several requirements for connecting to your ISY from a PC on your network:
Java: Please ensure that the latest edition of Java is installed on your computer. The
latest Java downloads may be found at:
http://www.java.com/getjava
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Web Browser: Please be sure your PC is running a Java-enabled web browser, such as
Internet Explorer or FireFox.
As shipped from the factory, the ISY is configured to obtain an IP address via DHCP. There are a few easy ways to connect to your ISY and find its local URL:
Option1 (ISY-994i Series ONLY): In most cases, the quickest and easiest way to connect to the ISY for the first time on a Windows PC is to open a web browser and type in the following URL:
http://isy
The default login information is:
Username: admin Password: admin
Option 2: You can also double-click the My Lighting icon that you’ll find in your PC’s My Network Places (in Windows XP) or Network (in Windows 7 or Vista).
The My Lighting icon requires that Windows is configured to discover UpnP devices on your network. If you do not see a My Lighting icon, look for an option on the left-hand pane
called “Show icons for networked UPnP devices”. Please click this option to allow Windows
to automatically find the ISY on your network. In Windows 7 and Vista, please be sure Network Discovery is turned on.
Please add this page to your web browser’s Favorites for easy access in the future.
Option 3: If the above options are not working for you, or if you are on a non-Windows platform, please visit the following URL:
http://isy.universal-devices.com/99i
This will launch a UDI-hosted version of the ISY’s Administrative Console and attempt to locate the ISY on your network.
Option 4: To install the ISY’s Java applet on your PC and create an icon on your desktop, visit the following URL:
http://isy.universal-devices.com/99i/admin.jnlp
Like option 3, this will open the ISY’s Administrative Console directly and attempt to locate the ISY on your network. In the future, simply double-click the desktop icon to launch the
ISY’s Administrative Console.
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Once you launch the Administrative Console, you will be presented with a login window asking you to authenticate to your ISY. The default login information is:
Username: admin Password: admin
Figure 3 Login Window
To find your ISY’s login URL, click the HELP -> ABOUT pull down menu:
Figure 4 Help/About Menu
Then look for the address listed after “My URL.”
Figure 5 My URL
Type this into your web browser to quickly connect to your ISY in the future. Feel free to add this URL to your web browser’s Favorites.
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When using DHCP, in some cases your ISY may receive a new IP address from your router (or other DHCP server). If this happens, you may not be able to use the old address to connect to your ISY. To find out your ISY’s new address, simply double-click your My Lighting icon or visit the following URL to automatically find the ISY (and its new address) on your network:
http://isy.universal-devices.com/99i
If you wish to assign your ISY a static IP address, please see Appendix E: Assigning a Static IP Address to the ISY.
Once you find your URL, you are ready to start using the ISY. To connect to the ISY, launch your web browser and type the URL into the address bar. You will then be asked to authenticate. Again, the default login information is:
Username: admin Password: admin
Once you login you will be presented with the ISY’s HTML interface.
2.3 The HTML Interface
The ISY’s HTML interface provides an easy way to interact with your ISY. The HTML
interface does not require Java, and is accessible from just about any web browser – including mobile phones and other devices!
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Figure 6 ISY’s HTML Interface
You won’t be able to do much until you start configuring your ISY, but here is a summary of
what you can do with the HTML Interface:
The Home Tab:
My Devices & Scenes – This is where you will find a list of all INSTEON devices and scenes
you have on your ISY. You can control your devices and scenes as well as check their current states. Use this page to turn lights and other devices on or off, adjust your thermostats, and much more.
My Devices – Same as My Devices and Scenes, but this will show only your devices.
My Scenes – Same as My Devices & Scenes, but this will show only your scenes. You will learn more about Scenes in the section titled The Administrative Console.
My Weather – This section, if shown, is where you can see weather information available to your ISY. This option is only available if the optional Climate Module has been installed on your ISY. More information is available in the section of this guide titled
3.9.2 Climate Module.
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My Programs – By clicking this link you can view the status of any Programs you have stored on your ISY and also control them. You will learn more about Programs in the section titled 3.3 The Programs \ Details Tab.
Networking Resources – This section, if shown, is where you can view and control any network resources you may have configured on your ISY. This option is only available if the optional Network Resources Module has been installed on your ISY. More information is available in the section of this guide titled 3.9.1 Network Module.
Networking WOL – This section, if shown, is where you can view and control any Wake­On-LAN entries you may have configured on your ISY. This option is only available if the optional Network Resources Module has been installed on your ISY. More information is available in the section of this guide titled 3.9.1 Network Module.
Elk – This section, if shown, is where you can view and control any resources available from your ELK security system. This option is only available if the optional ELK Security Module has been installed on your ISY. More information is available in the section of this guide titled 3.9.5 The ELK Security Module.
Variables – This section is where you can view and control any variables you have configured on your ISY. More information is available in the section of this guide titled 3.5
Variables.
Under The Settings tab:
SubDevices – This option allows you to show or hide SubDevices in the HTML interface.
SubDevices are typically secondary buttons, such as non-load controlling buttons on KeypadLincs, etc.
Controllers – This option allows you to show or hide Controller-only devices from the HTML interface, such as RemoteLincs and ControlLincs.
Disabled – This option allows you to show or hide disabled devices from the HTML interface. Devices can be disabled through the Admin Console.
Max Width – This option sets the width of the HTML interface.
Local Caching – Enabling this option tells the HTML interface to cache the node list to your
system, potentially improving performance. If this option is enabled, however, you will
need to periodically hit “Clear Cache” to refresh the interface and see changes to your node
list.
Clear Cache – This button clears the disk and memory cache of the HTML interface allowing you to see the latest changes to your node list.
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Install Admin Console – This button installs a local copy of the Admin Console applet to your system, creating a desktop icon so you can launch the Admin Console quickly and easily.
Finally, the Admin Console tab launches the ISY’s Administrative Console, which does require Java. The Administrative Console is where you will be configuring your ISY, adding INSTEON devices, creating Programs, configuring the optional IR interface, and MUCH more.
There may be other links available in the HTML interface as well depending on how your ISY is configured, and what optional modules you may have purchased.
2.4 Launching the Administrative Console
The Administrative Console is where you will spend most of your time configuring and tuning the ISY, programming your INSTEON devices, etc. Java is required.
The best way to launch the Admin Console is from the following URL (requires internet access):
http://isy.universal-devices.com/99i
You can also install a copy of the Admin Console’s applet on your local PC (icon created on
desktop) by launching the following URL:
http://isy.universal-devices.com/99i/admin.jnlp
Finally, you can also launch the Admin Console by clicking the link located on the ISY’s
HTML Interface.
Once launched, you will again be asked to authenticate to your ISY. The default login information is:
Username: admin Password: admin
In the future you may go directly to the ISY’s Administrative Console by appending /admin to the URL. For example:
http://192.168.0.101/admin
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3 The Administrative Console
The Administrative Console is divided into several tabs, each used to configure different aspects of your ISY.
3.1 Basic Configuration
Before getting started, it’s important to configure a few basic things on the ISY.
3.1.1 Setting the User ID and Password
For security reasons, please change the default username and password used to connect to
your ISY. Choose the Set Userid/Password option with the Administrative Console’s File
pull-down menu as shown below.
When choosing your new username and password, please consider the following:
Both the User ID and password must be entered User ID and passwords are case sensitive The ID and password must be between 3 and 10 characters The following characters are NOT allowed: < > / ; &
3.1.2 Setting the Time and Location
Click the ISY’s Configuration tab, then the System sub-tab, to set your time (used for Program schedules) and location (used to calculate sunrise/sunset times).
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Figure 7 Admin Console/File Menu
Figure 8 Setting the Clock
Please be sure to check the Daylight Saving option if applicable in your area.
Also feel free to check and configure the NTP Server option if your ISY is able to access the internet. The ISY will periodically sync its clock with the specified NTP server to ensure accurate time. We recommend syncing every 24 hours, as too frequent connection attempts can result in the NTP server refusing the ISY’s request.
After adjusting your settings, please be sure to hit the SAVE button.
3.1.3 Keyboard Navigation
Please note that pull-down menus are accessible via keyboard shortcuts as follows:
Alt-F to access the File menu Alt-L to access the Link Management menu Alt-T to access the Tools menu Alt-H to access the Help menu
Once a pull-down menu is opened, use your arrow keys to navigate and the enter key to select a menu item. You can also hit letter keys to access many menu items quickly – look for menu items which contain underlined letters. For example, within the File pull-down menu, hit the B key to open the Backup ISY dialog box.
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3.1.4 Themes
Desert
Grey
High Contrast
Default
You can choose between several different predefined color schemes to suit your preference. To select a different theme click the File pull-down menu, then Themes, then Theme Colors and choose your scheme. Please note that the Administrative Console must be closed and re-opened for your theme change to take effect.
Figure 9 Change Theme Menu
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Figure 10 Theme Samples
3.2 The Main Tab
The Main tab is where you can add, configure, and manage your INSTEON devices.
Figure 11 The Main Tab
The left-hand pane displays a hierarchy of folders, devices, and scenes contained within your ISY. The right-hand pane displays detailed information on what you have selected on the left.
3.2.1 Adding INSTEON Devices
Adding INSTEON devices to the ISY can be done via several different methods. Some devices require a particular method; other devices can be added to the ISY in multiple ways. For more specific information, see Appendix F: INSTEON Device Notes.
Adding devices to the ISY is done through the Link Management pull-down menu. Within that menu are several different options:
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Figure 12 The Link Management Menu
Start Linking. The majority of INSTEON devices can be added using this method. Once this option is selected, simply go to each INSTEON device installed and hold the SET button for 3-5 seconds. The ISY will then see each device, and add it to the device list.
As you hold the SET button on each device, you will see the device added to the left-hand pane. Once you are finished adding devices, hit the FINISH button which will complete the process. Adding devices to the ISY can take anywhere from a few seconds to minutes per device, depending on how many existing links are contained within each device. Please be patient.
Before adding devices to the ISY, it’s important to understand the 3 different options
presented:
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Figure 13 Linking Options
Remove Existing Links. This option will add the device to the ISY, and also remove
any existing links in the device. This is the default and the best option to choose if you would like a clean start, or if it is a brand new device.
Add Devices Found in Links and Remove Existing Links. This option will not only
add the particular device you press the SET button on, but will also add any devices that the particular device is linked to. Once complete, it will then remove any links contained within the devices. This helps save some time if you have a device you have already linked with other devices, but still clears out all links to give you a fresh start.
Add Devices Found in Links and Keep Existing Links. The option not only adds the
particular device you press the SET button on, but will also add any devices that the particular device is linked to. It will also keep any pre-existing links between devices, and build ISY scenes out of those links. This is the best option to choose if you’d like to preserve all existing links between devices.
Link a ControLinc, Link a RemoteLinc, Add Button to IRLinc Receiver/Transmitter, Add Sensor to EZSnSRF Add X10 Device to EZX10RF, etc.. These are specific options used to add the respective devices to the ISY. If you are adding one of these devices to the ISY, choose the corresponding menu option and follow the on-screen instructions.
Advanced Options. This option adjusts the method used when the ISY is programming
your devices. Please do not touch this option unless instructed by a UDI support rep.
New INSTEON Device. This method works much like the Start Linking method, with
one exception – instead of hitting the SET button on each device, you must type in the
device’s INSTEON address. The ISY will then initiate communications with the device in
order to add it to your system. In most cases you can leave the Device Type option set to Auto Discover, but some devices may require you to specify the Device Type. For more information please see: Appendix F: INSTEON Device Notes.
NOTE: This option will be titled “New INSTEON/X10/A10 Device if the optional X10 Module is installed. Please see the section titled 3.9.6 X10 Module for more information.
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Figure 14 New INSTEON/A10/X10 Screen
3.2.2 Adjusting Settings on INSTEON Devices
Some INSTEON devices have settings that can be changed through the ISY. For example, dimmable devices have On Levels and Ramp Rates that can be adjusted.
On Levels are the brightness levels at which a device is turned on when pressed (25%,
75%, etc.).
Ramp Rates are the speeds at which a device is turned on when activated. Use a
slower ramp rate to ramp a light on more slowly when pressed.
To adjust settings on a device, simply click to select a device. Available settings will be displayed on the right-hand pane.
Some devices may have other options available. To find out more information for a particular device, please see Appendix F: INSTEON Device Notes.
Making changes to INSTEON devices, whether adjusting settings or creating/modifying Scenes (see 3.2.3 Creating INSTEON Scenes), can be a time consuming process. While making minor changes can be relatively quick, making changes to large scenes (for example) can take many minutes.
PRO Series ONLY:
By default, the ISY is set to automatically write updates to devices as you make changes in the Admin Console. In some cases, you might prefer to queue your changes and write all changes to devices at a more convenient time.
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To toggle this option, click the FILE menu:
Figure 15 File/Automatic Writes Menu
Automatic Writes to Devices (PRO Series ONLY). When this option is on, changes are written automatically to devices. Toggle this option off to disable automatic writes. When toggled back on, all pending changes will be sent to devices.
Automatic Writes to Battery Powered Devices (PRO Series ONLY). This option toggles automatic writes only for battery powered devices. Most battery powered devices need to be manually set to linking mode to accept changes, so utilizing this option to queue up multiple changes can help save time.
Devices that have pending changes waiting to be written are marked with a green icon in the device tree as pictured here:
Figure 16 Pending Changes Icon
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To write all pending changes for a single device (without turning Automatic Writes back on), simply right-click the device and choose Write Updates to Device:
Figure 17 Write Updates to Device
3.2.3 Creating INSTEON Scenes
Scenes are collections of INSTEON devices that react to and with one another in various ways. Scenes are comprised of both Responders and Controllers.
Responders are devices contained within scenes that only respond to commands issued to the scene. For example, a lamp module with a table lamp attached would likely be a Responder to the scene. When the scene is turned on, the lamp module might turn on. When the scene is turned off, the map module might turn off. Responders are colored blue within a scene.
Controllers not only respond to commands issued to the scene, the also control the scene. An example of a Controller might be a button located on a Keypad – when that Keypad button is pressed, all members of the scene will respond as programmed. Controllers are colored red within a scene.
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To create a Scene, simply click the New Scene option under the Link Management pull­down menu, or click the New Scene button on the ISY’s toolbar.
Figure 18 New Scene Screen
Name the Scene accordingly, click OK, and your scene will appear in the left-hand pane.
To add devices to a scene, simply right-click a device, choose Add To Scene, and choose the appropriate Scene. You can also hold the CTRL key down, click multiple devices, then right­click and choose Add To Scene to add multiple devices at once.
If appropriate, the ISY will ask you if the device should be added to the Scene as a Responder or a Controller. Some devices (typically devices without buttons) cannot be Controllers.
To remove devices from a scene, simply right-click a device from within a scene and choose
Remove from Scene. To remove an entire scene, simply right-click the scene and choose Remove Scene.
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Figure 19 Choose Scene Screen
One example of a scene might be a group of 2 devices that control the same light – typically called a “virtual 3-way circuit”. For example, you might have 2 switches in your kitchen that you’d like to control your kitchen table light. One switch is physically attached to the kitchen table light, but you’d like the other switch to control it as well. In this case you
would add both devices as Controllers. In the scene below, both devices in the scene are Controllers (shown below in red). This is commonly called “cross-linking”.
Figure 20 Cross-Linking
Another example of a scene might be a keypad button that you want to control multiple lights in a room. When the keypad button is turned on, you might want multiple devices to
turn on at various levels to create a lighting “mood”. When the keypad button is turned off,
the devices would all turn off. In the screenshot below, the KitchenDinner scene contains multiple Responder devices (in blue) with a single Controller (in red):
Figure 21 Multiple Responders with 1 Controller
Scenes can contain multiple controllers, and each controller can be programmed to set Responders to various ON levels and ramp rates.
ON Levels are levels at which a Responder is turned on when activated (25%, 75%, etc.). Devices can have multiple ON Levels (one per Controller). Relay devices can only be ON or OFF.
Ramp Rates (dimmable devices only) are the speeds at which a device is turned on when activated. Use a slower ramp rate to ramp a light on more slowly.
To set the properties of a scene, click on a Controller within a scene. On the right-hand
pane will be options to set each scene member’s on levels and ramp rates used when the
highlighted Controller is pressed. Simply move the appropriate slider left or right to adjust the values. Once the slider is released, changes will be saved to the device.
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