Envoi Installation and Setup Instructions

Envoi Installation and Setup Instructions DOC. #569068500 F 4/18/05 PRINTED IN U.S.A.

Regulatory Compliance Safety This device has been tested and found to be in compliance with the requirements set forth in UL 916, Energy Management Equipment, and is listed by Underwriters Laboratories, Inc., for installations in the United States. This device has been tested and found to be in compliance with the requirements set forth in C22.2, No. 205-M1983, Signal Equipment, and is Certified by Underwriters Laboratories, Inc., for installations in Canada. Electromagnetic Compatibility (EMC) Federal Communications Commission (FCC) 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 device has been tested and found to comply with the limits established for Class A digital devices. It is intended to be used in a commercial environment. Operation of this equipment in residential environments may cause harmful interference, in which case the user may be required to correct the interference at his own expense. CAUTION! Any changes or modifications not expressly approved by Novar Controls Corporation could void your authority to operate this equipment. Industry Canada This digital apparatus does not exceed the Class A limits for radio noise emissions from digital apparatus set out in the interference-causing equipment standard entitled Digital Apparatus, ICES-003, of Industry Canada. Cet appareil numérique respecte les limites de bruits radioélectriques applicables aux appareils numériques de Classe A préscrites dans la norme sur le matériel brouiller: Appareils Numériques, NMB-003, édictée par l Industrie Canada. Disclaimer Envoi is a registered trademark of Novar Controls Corporation. Ethernet is a registered trademark of Xerox Corporation. Windows is a registered trademark of Microsoft Corporation. INCOM is a trademark of Eaton Cutler-Hammer. The material in this manual is for information purposes only. The contents and the product it describes are subject to change without notice. Novar Controls Corporation makes no representations or warranties with respect to this manual. In no event shall Novar Controls Corporation be liable for technical or editorial omissions or mistakes in this manual, nor shall it be liable for any damages, direct or incidental, arising out of or related to the use of this manual. Copyright 2005 by Novar Controls Corporation. All rights reserved. No part of this manual may be reproduced in any form or by any means without prior written permission from Novar Controls Corporation. Novar Controls Corporation 6060 Rockside Woods Blvd, Cleveland, OH 44131 Tel: 800.348.1235 www.novarcontrols.com

Description Envoi is the executive module designed to manage and monitor the Novar Controls energy and information management system for small buildings. Its processing power and communications speed make it one of the most reliable information management systems available today. It provides optimum control to lower energy costs, increase building comfort, and minimize equipment maintenance. Either of two methods can be used to mount the Envoi: It can be mounted in a bracket on a mounting surface (wall-mount cavity or surface). It can be mounted in a control panel (touchscreen not available). This document provides instructions for accomplishing the following tasks: Mounting the module (in a bracket or a control panel) Wiring the module Installing the electronics Checking the installation Connecting the Envoi directly to a single computer Removing an Envoi Version Download Specifications Agency Approvals Listed device: Standards used: Power Requirements Voltage & Consumption: Operating Environment Temperature: Humidity: Physical Dimensions CUL/UL E90949 UL Energy Management Equipment UL 916 and CSA Signal Equipment C22.2, No. 205-M1983 24 VAC, 12 VA, Class 2 or 24 VDC, 250 ma, Class 2 32 to 158 F (0 70 C) 0 95% Relative, noncondensing Wall-mount: Height: 7 inches Width: 9 inches Depth: 3 inches Weight: 2 lb, 1 oz Panel-mount: Height: 5 inches Width: 8 inches Depth: 2.5 inches DOC. #569068500 F 4/18/05 1

Precautions Take the following precautions during installation: Observe all national and local electrical codes. Turn off all power before installing and wiring this module. Mounting the Envoi Either of two methods can be used to mount the Envoi: It can be mounted in a bracket on a mounting surface (wall-mount cavity or surface). It can be mounted in a control panel (touchscreen not available). Instructions for both methods are provided below. Mounting the Envoi in the Novar Controls Bracket Preparing the Mounting Surface NOTE! A template for mounting purposes has been supplied at the end of these instructions. It is intended to used as a guide only. Its size can vary, depending on how the page containing the template is printed. For best results, measure the actual bracket and use those measurements when mounting the bracket. If using the template, position it against the mounting surface with the arrow pointing up. Use the following procedure to prepare the mounting surface for the bracket that will hold the Envoi. 1 Measure the bracket carefully and mark the mounting surface to show the locations of the: Four mounting holes. Area to be cut out (indicated on the template by a large X and the word Cutout ). 2 Cut out the area marked on the mounting surface. 3 Drill a ¼-inch hole in each of the mounting hole locations marked on the mounting surface. 2 DOC. #569068500 F 4/18/05

Positioning and Fastening the Bracket in Place The mounting bracket consists of the section that will sit flat against the mounting surface and a section on each of the four sides of the cutout area that has been bent back to be inserted into the cutout area. The upper and lower sections that are bent back (Figure 1) contain the pieces that will be used as the backing strips when the bracket is mounted. Backing strips come attached to the upper and lower inside sections of the bracket. Bend the backing strips back and forth to break them away from the bracket. Figure 1. Envoi mounting bracket DOC. #569068500 F 4/18/05 3

Use the following procedure and refer to Figure 1, as necessary, to mount the bracket. 1 Fold the backing strips (Figure 1) back and forth until they break away from the bracket. NOTE! Each backing strip is attached to one side of the bracket with a plastic tie to prevent it from getting lost once it is broken away from the bracket. Do not remove these ties. 2 Position the bracket against the front of the mounting surface, arrow pointing up, so that the mounting holes align with the holes drilled in the surface. 3 Push the bracket gently into the cutout area. 4 Position the backing strips flat against the back (or inside) of the mounting surface, aligning the mounting holes on the strips with those in the surface and the bracket. The heads of the threaded screw holes on the strips should be on the outside of the strip, away from the mounting surface. 5 Insert the 1-inch mounting screws (supplied) through the bracket, mounting surface, and backing strip screw heads and partially tighten. 6 Adjust the bracket to make sure it is level and finish tightening the screws to secure the bracket to the mounting surface. Mounting the Envoi in a Control Panel Use the following procedure to mount the Envoi in a control panel. 1 Position the assembly against the mounting surface. 2 Mark the surface to show the location of the four mounting holes. 3 Drill holes in the places marked in 2. 4 Install hollow-wall or other appropriate fasteners. 5 Position the assembly over the holes, insert screws into the fasteners, and tighten to secure. 4 DOC. #569068500 F 4/18/05

Wiring the Envoi Figure 2 and Table 1 indicate the wiring connections that must be made for the Envoi. Figure 2. Envoi shield showing the wiring connections Table 1. Envoi Wiring Connections CONNECTION CONNECTION TERMINAL Auxiliary Network Positive (+) Terminal 1 Module Communications Shield Terminal 2 Negative ( ) Terminal 3 Positive (+) Terminal 4 Shield Terminal 5 Negative ( ) Terminal 6 Input Power in 24-VAC or 24-VDC Terminal 7 Ground (GND) 24-VAC Return Terminal 8 Phase Loss Terminal 9 INCOM Network 1 Terminal 10 2 Terminal 11 Shield Terminal 12 DOC. #569068500 F 4/18/05 5

Supplying Power to the Envoi The Envoi is powered by a 24-VAC, Class 2, transformer (not included; transformer kit must be purchased separately). The transformer must be installed not more than 10 feet from the Envoi using minimum 18-gauge wire. Use the following procedure to install the transformer. 1 Connect the leads from the transformer secondary to Terminal 7 (PWR in 24-V) on the Envoi. 2 Connect the transformer primary leads (white/black) to a 120-VAC source. 3 Apply power to check voltage at the 24-VAC terminals. Voltage should be approximately 25 to 28 VAC. 4 Turn off the power until needed. NOTE! Terminal 8 (GND) must be tied to earth ground. NOTE! The Envoi requires continuous power for proper operation. Make sure the power cannot be switched off accidentally. Wiring the Envoi Inputs Refer to Figure 2, as necessary, when wiring the Envoi input/output connections. NOTE! All digital inputs must be dry contact closures. Phase Loss Sensor 1 Connect one side of a normally open, dry contact output of an electrical phase loss monitor to the Terminal 9 (Phase Loss). 2 Connect the other side of the output to Terminal 8 (GND). 6 DOC. #569068500 F 4/18/05

Module Communications Use a two-conductor, shielded cable (Novar Controls WIR-1010, Belden 8761, or equivalent) to make the communication connection between the Envoi and the local control modules. Make the following connections at the Module Network terminals. 1 Connect the black wire from the cable to Terminal #6 ( ). 2 Connect the shield wire to Terminal #5 (Shield). 3 Connect the white wire to Terminal #4 (+). Installing the Electronics Assembly (Wall-Mount) The electronics assembly consists of the metal case that encloses the circuit boards (and the touchscreen, if applicable). Once the wiring has been connected, the electronics assembly can be mounted in the bracket using the following procedure. 1 Position the electronics assembly over the mounting bracket and gently push it into the cutout area. 2 Align the holes on the electronics assembly with the mounting holes on the sections of the bracket that extend out from the mounting surface. 3 Insert and tighten the ¼-inch mounting screws (supplied) to secure the assembly to the bracket. Checking the Installation Once the bracket has been mounted, the wiring has been connected, and the electronics have been installed, the following items should be checked to ensure proper operation. Make sure the power and status light-emitting diode (LED) on the front of the module is illuminated. If the model has a touchscreen: Touch the touchscreen to make sure that the back light comes on when contact is made. Access some of the screens on the remote touchscreen, change some of the settings, and monitor the equipment for proper response. DOC. #569068500 F 4/18/05 7

Connecting the Envoi Directly to a PC The Envoi is equipped to be a component of an Ethernet network. Using the RJ45 Ethernet connector, an Envoi can be attached to a preexisting network or connected directly to a single PC. If it is to be directly connected to a single PC (not part of a larger network), a special crossover cable must be used. Using the direct-connect configuration (shown in Figure 3) also requires that the network parameters in the executive module and the PC be configured as components of the same network with compatible IP addresses. The instructions that follow explain how to connect a personal or laptop computer directly to an Envoi via Ethernet. The first part of the instructions describes the special crossover cable requirements. The second part describes the process required to set up the network parameters in the executive module and the PC. NOTE! When using the crossover cable to connect the Envoi directly to the PC, all other network connections to the PC must be disconnected. Envoi PC RJ45 ETHERNET ADAPTER 10BASE-T ETHERNET CABLE (CROSSOVER) RJ45 ETHERNET CONNECTION 10BASE-T Figure 3. Ethernet direct-connect configuration Setting up the PC The next step of the process is to set up the PC that is to be connected to the Envoi. Before setting up the PC: Install the network interface card and its drivers. Become familiar with the PC s Windows operating system and the TCP/IP protocol. The following procedure should be used to set or modify the PC Ethernet device s IP address and Subnet Mask to conform to those required to connect to the Envoi. 8 DOC. #569068500 F 4/18/05

Windows Setup NOTE! The computer must be set to 10Base-T or Auto. NOTE! The following procedure applies to Windows 95 or 98. The options indicated might not be accessible in Windows NT or 2000. If so, contact your network administrator for assistance. Use the following procedure to set up Windows 95/98. 1 Click on the Start icon on the Windows taskbar. 2 Click on Settings to open a popup menu and click on the Control Panel option. 3 Double-click on Network to open the Network screen (Figure 4). 4 Complete each of the following steps: Click on the TCP/IP option for the Ethernet device in the installed component window (see Figure 4). Click on Properties to open the TCP/IP Properties screen with the IP Address window (Figure 5). Click on Specify an IP address to display the IP Address and Subnet Mask entries so they can be changed. A new TCP/IP Properties screen will be displayed. continued Figure 4. Network screen Figure 5. TCP/IP Properties screen DOC. #569068500 F 4/18/05 9

5 Type in 10.15.60.77 as the IP Address. 6 Type in 255.255.0.0 as the Subnet Mask. 7 Click on OK. NOTE! The IP addresses to be used to configure the PC and to configure the executive module (see 6 above and Option 2 under Setting the Configuration Parameters in this document) were selected from the range of nonroutable IP addresses reserved for private networks. These addresses are just one example of a combination of addresses that will work. Keep in mind that if the Envoi or PC is to be configured in a normal network later, the network addresses must be changed to reflect the IP and Subnet Mask addresses for the normal network. 8 Close the Control Panel screen. Setting up the Envoi for Ethernet Direct Connection Use the following abbreviated setup procedure to configure the executive module. 1 Double-click on the desktop Novar Controls icon to open the Shortcuts screen. 2 Double-click on the ESS32_Config option to open the ESS32 Configuration screen. 3 Select Ethernet. 4 Save the configuration changes and exit the ESS32 Configuration screen. 5 Double-click on the ESS32 option in the Shortcuts screen. 6 Select Option 4, ESS Utilities. 7 Select Option 4, System Diagnostics, on the ESS Utilities Menu. 8 Select Option 17, Lingo/Savvy Configuration, on the Systems Diagnostics Menu. 9 Respond Y to the Connect in configuration Mode? prompt to open the Unit Configuration screen. continued 10 DOC. #569068500 F 4/18/05

10 Enter the IP address (10.15.60.75) in the PHONE NUMBER field and press enter to connect to the Envoi. 11 Type in the executive module number (1) to access the Savvy/Lingo Configuration screen. Setting the Configuration Parameters After accessing the configuration screen, verify the following parameters. OPTION # DESCRIPTION SETTING 1 IP address setup via BootP server NO 2 Unit IP address 10.15.60.75 3 Unit subnet mask 255.255.0.0 4 Default gateway IP address 10.15.60.76 5 Nameserver IP address 0.0.0.0 Activating the Changes After setting the configuration parameters, use the following procedure to activate the changes. 1 Exit to the ESS32 Main Menu. 2 Select Option 4, ESS Utilities. 3 Select Option 1, Exit. 4 Power cycle the Envoi to save the new addresses. Making the Connection Use the following procedure to make the Ethernet connection. 1 Turn on the PC and Envoi. 2 Connect one end of the crossover cable to the PC s Ethernet card. 3 Connect the other end of the cable to the Envoi s Ethernet port. 4 Launch ESS32. 5 Select option 2 (System Format). 6 Select the system to be modified. continued DOC. #569068500 F 4/18/05 11

7 Select the option 5 (Network Parameters), select option 1, and enter the Envoi s IP address (10.15.60.75) into the system files. 8 Return to the ESS Menu, select option 1 (Network Monitoring), and pick the system to be connected. Restoring the Envoi s Default IP Address The Ethernet connection is now ready to use ESS32 to monitor the network. NOTE! If a user changes the Envoi s default IP address and forgets the new address, the user will be locked out. The default address can be restored. Removing the Envoi s Version Download To restore the factory default IP address, the user must: Perform an Envoi version download removal. Use the Reset pin hole on the module s shield to restore the IP parameters to the factory default settings. A version download removal purges all program and database information from an Envoi s Flash memory. The Novar Controls approved procedure for performing this operation is outlined below (refer to Figure 2, as necessary). The following equipment is needed to carry out this procedure: A small standard screwdriver (for wall-mount models only) A paper clip 1 Access the Envoi s metal shield. NOTE! On wall-mount modules, this requires loosening and removing the screws located on the sides of the Envoi and removing the Envoi from its mounting bracket. 2 Remove the 24-VAC terminal block to disconnect the Envoi from its power source. continued 12 DOC. #569068500 F 4/18/05

3 Insert a paper clip into the Reset pin hole and press down on it continuously while completing the following tasks: Reconnect the 24-VAC terminal block to restore power to the Envoi. Wait approximately 10 seconds and make sure you hear a high pitched tone. WARNING! Be very careful when performing this step of the procedure to prevent damage to the equipment and/or personal injury. Restoring the Factory Default IP Address 4 Release and remove the paper clip. The version download has been purged. Following completion of the version download removal procedure outlined above, the default IP address can be restored using either of the following methods. Method 1 NOTE! This method must be performed within 15 seconds of releasing the paper clip following removal of the version download. 1 Reinsert the paper clip in the Reset pin hole. 2 Press down on the paper clip until a high pitched tone is heard again (approximately 25 seconds.) Once the tone is heard, the default IP address has been restored. DOC. #569068500 F 4/18/05 13

Method 2 1 Shut down and restart the module by removing and reconnecting the 24-VAC terminal block. The Boot ROM start-up tones should sound. 2 Within 20 seconds of hearing the Boot ROM start-up tones: Insert the paper clip in the Reset pin hole, press down on it, and hold until a high-pitched tone sounds (approximately 20 seconds). 3 Release and remove the paper clip. The default IP address has been restored. Model and Part Numbers Once the version download has been removed and the default IP address restored, the Envoi electronics can be reinstalled (wall-mount models). The Envoi is ready for initial configuration. Table 2 shows the part numbers that should be used to order the necessary Novar Controls parts. Table 2. Novar Controls Part Numbers PRODUCT MODEL NUMBER PART NUMBER Envoi with touchscreen and INCOM Envoi with touchscreen and modem Envoi with touchscreen, modem, and INCOM Envoi with touchscreen Envoi with INCOM Envoi with modem and INCOM Envoi with modem Envoi (no options) Envoi Panel Mount with INCOM Envoi Panel Mount with modem Envoi Panel Mount with modem and INCOM Envoi Panel Mount (no options) NA 753000020 753000010 753000030 753000000 753000120 753000130 753000110 753000100 753000220 753000210 753000230 753000200 Wall mount kit (mounts Envoi flush) 753002000 24V, 40 VA, Class 2 Transformer 24V-XFR 355025000 24V Transformer, plug-in model 355034000 Crossover cable 770077000 14 DOC. #569068500 F 4/18/05

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8-in. 7.5-in. DOC. #569068500 F 4/18/05 17

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