ISY Home Automation Controller USER GUIDE
Table of Content 1 Purpose......................................................................................................................................... 7 2 Installation and Configuration ....................................................................................................... 8 2.1 Installation.............................................................................................................................. 8 2.2 Prerequisites.............................................
4.2.4 New INSTEON Device ................................................................................................. 20 4.2.5 New Scene ................................................................................................................... 21 4.3 Tools Menu .......................................................................................................................... 23 4.3.1 Trend (Chart)...........................................................................................
6.3.4 INSTEON Device Node................................................................................................ 33 6.4 Scene................................................................................................................................... 38 6.4.1 Query............................................................................................................................ 41 6.4.2 Rename............................................................................................
Table of Figures Figure 1. UPnP Configuration ........................................................................................................................ 9 Figure 2. Network neighborhood/My Network Places................................................................................... 10 Figure 3. Initial Browser................................................................................................................................ 11 Figure 4. ID & Password ...........................
1 Purpose The purpose of this document is to guide the system installer with the steps necessary to install and configure the Universal Devices’ ISY system and operate the GUI (Graphical User Interface). ISY comes configured for communications with the device(s) of your choice.
2 Installation and Configuration This section will cover the basic ISY installation enumerating the pre-requisites of the host computer and the network requirements. It will also cover the host computer configuration and provide you some instructions on the host computer start up. 2.1 Installation Please perform the following steps before plugging the ISY into power: • Connect the Ethernet cable to ISY and to your network hub. Note: the network must be DHCP enabled.
• If you see “Hide icons for networked UPnP devices”, you are done. No further action is necessary • If you see “Show icons for networked UPnP devices”, click on it and let the system get configured. You are done. Figure 1. UPnP Configuration 2.3.2 Java Installation If you already have JRE 1.6 installed, then no further action is necessary. Otherwise, click on the jre-xxx.exe (where xxx are major/minor versions) on the installation CD to install JRE.
2.4 Starting the GUI on a Host Computer 2.4.1 Windows XP If you already have Java installed and UPnP enabled, all you have to do is to click on the icon My Lighting (refer to Figure 1) appearing in the My Network Places (refer to Figure 2) either on the Start Menu or Desktop. If the “My Lighting” icon did not show up on your My Network Places you will need to follow the configuration steps below. Configuration is comprised of three very easy steps: i. UPnP Configuration ii. Java Installation iii.
2.4.2 Initial Browser Window Figure 3. Initial Browser Please do not close this browser window. You can minimize it but you can not close it at any time while the GUI is running or the application will terminate. Following the above browser that opened the ISY GUI will appear and you will be presented with a user-id/password dialog box, See Figure 4. Please enter admin for both the user-id as well as the password. Figure 4.
3 GUI 3.1 Components The ISY GUI is very intuitive. It is comprised of complementary panes (refer to Figure 5) that allows the user to navigate, view, operate and configure the lighting network. The main GUI components are the Top and Lower Pane. TOP PANE LOW ER PANE Figure 5. Main GUI Components The Top Pane is located at the top section of the GUI. It always contains the menu, tool bar, the location current date and time, and location sunrise and sunset time.
Selecting an item with Right mouse button will show you a menu for that item. Release the right mouse button and select the menu with the left mouse button.
4 Menu This section details the functionalities and the operations of each menu option listed in the Top Pane. 4.1 File Menu Please see Figure 6 for all File Menu options. Figure 6. File Menu 4.1.1 Logon The Logon option will be enabled if you are not connected to the ISY. The system will prompt you that you have lost the connection and you must login. Once you select this option you will be required to enter your user name and password. 4.1.
• Enter MAC address as both the userid and password at login prompt • Wait 45 seconds (or until you see "Please connect PLM message") • Plug PLM back in • Log in again using admin/admin Note: There is a timeout of 5 minutes for the PLM to get plugged back in. If timed out, the userid and password are not reset. 4.1.3 Backup ISY Selecting this menu saves the entire ISY configuration in a file. The user will be prompted to select or type the storage location and name the configuration file.
Warning: Never replace your PLM while the ISY is running because it will assume it is still connected with the old PLM. The ISY will appear to work, but it will be writing the address of the old PLM into the device links, thus you will not see devices updates etc. If this menu option is selected, the ISY goes through all INSTEON devices looking for old and new PLM address links.
For a list of supported routers, please checkout [the URL in the wiki where we have a list of supported routers; you can find this list embedded in http://forum.universaldevices.com/viewtopic.php?t=8 ] If you do not have one of the routers listed above, please contact us and we’ll walk you through setting up your router (port forwarding) manually. 4.1.9 Exit Once this menu option is selected this application will end and the browser window will close.
4.2 Link Management Menu Just as you manually link a pair or multiple INSTEON devices to allow them to communicate with each other, the ISY needs to be linked with all the INSTEON devices it needs to manage or communicate. This menu allows you to link the ISY to all or selected INSTEON devices. Please see Figure 7 for all Link Management menu options. Figure 7. Link Management Menu 4.2.
Figure 8. Linking In Progress Dialog To link i. ii. iii. iv. devices: Choose this menu option Select the link option. When “Linking In Progress” (see Figure 8) dialog appears, press the “Set” button on each new INSTEON device (light, switch etc.) for as many devices as you desire. When you are done linking all the desired INSTEON devices, click on the “Cancel” button on the “Linking in Progress” dialog. 4.2.1.
4.2.1.3 Add Devices Found in Links and Keep Existing Links This option is the same as “Add Devices Found in Links” except it does not overwrite the device settings, manual or otherwise. It will bring all the links found in each discovered device, try to make scenes out of the relationships, and maintain a copy of all the settings the device already contains. 4.2.2 Link a ControLinc Choose this menu to link a ControlLinc.
a. A B C or b. A.B.C ii. iii. iv. If you wish to automatically add all the other devices linked to this device, click on “Add Devices Found in Links” (see Figure 11). Note: This option does not generate the links between devices nor does it regenerate the scene/group memberships. It simply finds, registers or links devices found with ISY to make administration easier. Click on “Ok" This operation performs the same action as the New INSTEON Device button on the tool bar ( ).
Figure 12. New Scene Dialog You can drag and drop any one of the devices already linked to the system into any scene. If you click and drag correctly you will see a plus sign next to the device you are dragging. Dragging devices to scenes will not remove it from the master list of devices (ISY Node) or from other scene(s) they already belong to. As such, each device may belong to many scenes. You can select multiple devices by holding down CNTRL key and selecting the devices with the mouse pointer.
Figure 14– New Scene Dialog This operation performs the same action as the New Scene button on the tool bar ( ). Refer to 0 for more information about Scenes. 4.3 Tools Menu Please note that the Tools Menu will not appear immediately unlike the other menus, it will take a few seconds before it appears. This is due to the amount of time it takes to download the chart and floor-plan applications from ISY. See Figure 15 for all Tools Menu options. Figure 15. Tools Menu 4.3.
Figure 16. Chart Window and Menu 4.3.1.1 Trend - Categories Menu Categories menu allows you to choose which attribute is charted. Currently, the following categories are supported: i. Status – the status of the device charted in time ii. On Level - the On Level of the device charted in time iii. Ramp Rate – the Ramp Rate of the device charted in time 4.3.1.2 Trend – By Group Menu This menu will display each device and each group available in ISY. You would first have to choose a Category (see 4.3.1.
you will be presented with a confirmation dialog. You may select OK to proceed and delete the logs or Cancel to exit without deleting the logs. 4.3.4 Generate Topology This menu allows the user to document the network topology. It generates an HTML file that contains the list of all the device name, address, type, properties, links and scenes. This list is useful for troubleshooting the network or simply as a reference. 4.3.
4.4 Help Menu See Figure 18 for all Help Menu options. Figure 18. Help Menu 4.4.1 About The About menu option will show the ISY’s MAC Address and firmware version, the URL that contains the IP number and port, and whether or not the internet access is enable or disabled. If the internet access is enabled, the IP address for remote access will be shown. Figure 19. About dialog. 4.4.2 User Guide The User Guide menu option will download and open this file using Adobe Acrobat reader. 4.4.
4.4.4 Automatically Upgrading ISY The preferred method of upgrading is to utilize the Auto Upgrade feature which notifies you whenever there’s a new upgrade available. Refer to Figure 20. Auto Upgrade Notification screen. The notification will list the enhancements and allow you to update the system by selecting the ‘Yes’ button. If you choose not to update and later choose to update you can simply choose Help>Automatically Upgrade [My Lighting] to [Version] menu option.
5 Tool Bar This section details the functionalities and the operations of each Tool Bar icon available in the Top Pane. 5.1 Expand All The Expand All is the first button on the tool bar. Its symbol is a plus sign. Please refer to Figure 22. Once you click on this button all the groups on the Tree View will expand and all the devices within them will be listed. Figure 22. Expand All 5.2 Collapse All The Collapse All is the second button on the tool bar. Its symbol is a minus sign.
Figure 26. New INSTEON Device 5.6 Start Linking The Start Linking button is the sixth button on the tool bar, see Figure 27. It performs the same function as Link Management->Start Linking menu option (see 4.2.1). Figure 27. Start Linking 5.7 Floor Plan The Floor button is the seventh button on the tool bar, see Figure 28. It performs the same function as the Tools->Floor Plan menu option (see 4.3.4). Figure 28. Floor Plan 5.
6 Main Tab This tab provides the user the ability to view the top level status of the network or the device details by selecting a tree node (tree branch). 6.1 Main Tab Layout The GUI is divided in three panes; Tree View (Navigation) Pane, View Pane, and Operation Pane. Refer to Figure 30. TREE VIEW VIEW PANE OPERATION PANE Figure 30. Main Tab screen layout. 6.1.1 Tree View (Navigation Pane) The Tree View is located on the left section of the GUI.
ISY Node attached/linked to ISY. - shows all the devices physically (though could be wireless) - identifies a Scene which is a grouping of INSTEON devices with Scene Node certain attributes (such as on level and ramp rate). INSTEON Device Node - identifies an INSTEON device. Note: the icon changes based on the type of INSTEON device. Clicking on the icons on the tree view brings up the associated view in the view pane.
6.3 ISY Node This node is named My Lighting by default. Its Icon is a computer to the left of the node name. Selecting the name on this node presents a table in the view pane. The table contains the status of all the devices linked to the ISY. Figure 31. ISY Node (My Lighting) Table of devices and their status. Placing the mouse pointer over the node name and pressing the right mouse button will show the menu shown in Figure 32.
Figure 32 – ISY Node/Icon/Menu Expanding the ISY node by selecting the (+) sign on the tree or toolbar will show all the INSTEON devices (INSTEON Device Node, refer to 6.3.4) that are linked to the ISY. You cannot delete this group. 6.3.1 Query When you select the Query option on the menu, the ISY will start to query the network to retrieve the status of each device linked to it. Any new status retrieved is presented in the table. This operation can take 5 to 10 seconds per device. 6.3.
Figure 33. ISY Node branch expanded showing devices. Selecting a device in the INSTEON Device branch will show the device properties in the view pane. The pane will also have controls by means of a slider or buttons. These controls allow the user to directly control and setup the device via the computer. Currently the ISY supports all SmartHome lights, switches and dimmers.
Figure 34 – Device Properties Buttons available are ON, Fast ON, OFF, Fast OFF, Brighten and Dim. ON or OFF Buttons, turns on/off the lights using the preset ON/OFF levels and ramp rate. This action is similar to pressing the switch once. Fast ON/OFF Buttons, turns on/off the lights to full ON/OFF at the fastest ramp rate. This action is the similar to quickly tapping the switch twice. Brighten and Dim Buttons, adjusts the light level by 5% for every click of the button.
The ISY creates groups by creating a scene. This is accomplished by selecting Mutually Exclusive Button on the GUI and dragging the device buttons into the Mutually Exclusive Button 1 or 2. Refer to Figure 35. Figure 35. Mutually Exclusive Buttons. Button Toggle Mode sets the button state to toggle from ON to OFF and vice versa, or stay always ON, or always OFF. Assigning a button for toggle OFF sets it to either always ON or always OFF mode setting.
6.3.4.1 Query Choosing this option causes ISY to query the selected device. The ISY will retrieve the status of the device and present the status on the view pane. This operation usually takes between 5 to 10 seconds depending on the device. 6.3.4.2 Rename Choose this option to rename the selected device. 6.3.4.3 Remove Choosing this menu option completely removes the highlighted device from ISY, deletes all the associated timer, triggers, and dissociates it from all the scenes it may have belong to.
6.3.4.6 Restore Device There might be cases where, for a variety of reasons (such as manual linking), a device does not perform as represented in ISY. In these cases, choose this option to restore all the links and reprogram the device to what’s logically represented in ISY. 6.3.4.7 Copy Attributes This menu option allows you to copy attributes from one device and paste them into another. Attributes are such things as On Level, Ramp Rate, Set Point, etc. 6.3.4.
The ISY as the controller of the scene relies on a trigger(s) or schedule(s) defined in the program detail tab to invoke these attributes. Meaning, if the conditions set in the program is met and the action defined is the start the scene, the ISY will use the scene attributes at this level to create the lighting scene. The attribute setting for this scene is found at the scene folder level.
To populate a scene, simply drag and drop INSTEON devices into the scene. Figure 40 – Scene Node expanded. Figure 41. Scene menu on a right mouse button click. In Figure 42 – Living Room-Movie Scene you will find the detail screen of the devices assigned to the scene. You can control or set all the devices of the scene using this screen.
Figure 42 – Living Room-Movie Scene 6.4.1 Query By selecting any of the scenes you created and clicking on the right mouse button you will be presented with the Scene Menu as depicted in Figure 41. When you select the Query option on the menu, the ISY will start to query the network to retrieve the status of each device linked to it. Any new status retrieved is presented in the table. 6.4.2 Rename The Rename menu option allows you to rename the selected scene. 6.4.
d. Add the devices to the scene. You can select a device or multiple devices then drag and drop them to the scene. To select multiple devices, select the first device, hold down CTRL key then select the next device or devices. Once all the devices are selected, drag and drop this to the scene. e. You will be presented with a Confirm Add dialog with a list of all the devices you selected. Assign the controller and responders by highlighting the device and select controller/responder button.
7 Program Summary Tab This tab shows the program names in a table form showing if it is enabled, the status, the type of program, the last run time and the last finish time. Figure 45. Program Summary screen. The Name column contains the program names created in the Program Detail tab. The Enable column defines whether the program is ON or OFF. When set to OFF, the program is stopped from acting on any stimulus that starts the program.
7.1 Pull Down Menu and Apply Button The pull down menu has a selection of Enable, Disable, Run, Run Else, Stop, Run at Boot and Not Run at Boot. These are actionable commands that are entered in the applicable Enable or Run at Boot column.
a. Select the command in the pull down menu. b. Select a program row in the table. Move the mouse pointer to the row and press the left mouse button. c. Select the Apply button. 7.2 Edit When a program row is on the table is highlighted and the Edit button is selected, the system will immediately jump to program detail screen showing you the code of the program selected. Refer to Figure 47 for a sample of the program detail screen. 7.
8.1.1 Tree View This area shows the tree containing all of your programs and folders. When a new program is created, it is added to this tree. The tree has three levels; the root (My programs), the program folder and the programs. Program folders can have conditions. These conditions must be met before any programs within the folder will run. You may rename, move, change or delete your old schedules and triggers anytime you wish. You may organize your programs in folders using drag and drop.
. The green arrow indicates that the program has not been saved. This arrow disappears after the Save Changes button is selected. Selecting a program then the New Program option will create a new program at the same level as the selected program. 8.1.1.3 Rename Select this option to rename a folder or program. 8.1.1.4 Copy Select this option to copy a folder only or a program. The copied folder or program will be added at the same level of the tree.
8.1.1.9 Copy to Clipboard This option copies the program as a text format and keeps it in the clipboard for pasting to a text editing program. 8.1.2 Manage Program The manage program have four select buttons; New Program, New Folder, Undo Changes and Save Changes. New program and New folder buttons function the same as the menu option accessed via a right mouse button press. Refer to 8.1.1.1and 8.1.1.2. Selecting Undo Changes button cancels the revisions or edits done to the program.
Example Program: Formatted: Indent: Left: 0.25", Space Before: 0 pt If Control '07.D5.27.1' is not switched Off And Control '07.D5.27.1' is switched On And ( On Mon, Tue, Wed, Thu, Fri From 9:00:00AM To 5:30:00PM (same day) Or On Sat From 10:00:00AM To 2:30:00PM (same day) ) Then Wait 20 seconds (Random) Repeat Every 0 seconds Set '04.BE.F7.1' 60% Wait 20 seconds Set '04.BE.F7.1' Off Wait 10 seconds (Random) Else Set '04.BE.F7.1' On Figure 50. New Program Screen.
The enabled check box allows the system to run the program. Unchecking this box disables the program. 8.1.4.1 Schedule The schedule button is used to enter time events into the IF section as a condition. When selected the lower portion of the Add to Programs area changes its selection fields. A check box for each day of the week and All (for all days) is available. This set the days of the week the timer event will occur. There are six pull down menu fields beneath the weekday checkbox.
Longer daylight and shorter night time in summer. Shorter daylight and longer night time in winter. The change in sunrise and sunset time through out the year from winter to summer meant that a fixed predetermined turn on or off time of lights meant you may either be turning on or off the lights too early or too late. Timer event based on Sunrise or Sunset instead of a specific time should solve this. You have the option to advance or delay the event to occur by setting the time and before/after fields.
Figure 55. Device and Program condition select. The program state is set to True when the program enters the Then path and False when it enters the Else path. Folder conditions can be set based on the program state. This state is also reported in the Status column in the program summary table. Select ‘Add to IF’ button to add the triggers to the condition section. 8.1.4.3 Action The action button adds the action information in the ‘Then’ and ‘Else’ section of the program.
Figure 56. Action command set. 8.1.4.4 Comment Select the comment button to show the comment entry field. This field is a free form field without character count limit. Select ‘Update’ button to add the comment in the program. Figure 57. Comment entry field.
9 Configuration The Configuration Tab allows the users to manage global settings such as Location/date/time and notification settings. This view is divided into two sections: i. Location, Date,Time configuration. ii. Notifications configuration. Figure 58. Configuration Tab screen. 9.1 Configuring ISY’s Physical Location The ISY has the capability to calculate the sunrise or sunset time based on the physical location set in the device.
i. ii. Using the Synchronize Clock with Computer’s Time button. Once you selected this option the ISY will be automatically updated using the computer’s time. And by selecting Manually Adjust the Clock button. After selecting this button, you will be presented with Adjust Date and Time screen (refer to Figure 59). You can make the entry or adjustment in this screen. To manually adjust the time and date: a. Click on the Adjust Date/Time button; you will be presented with the Adjust Date/Time dialog. b.
9.3 Messaging Configuration The System Tab has Messaging Providers list. This provides a list of companies which provide messaging services and the messaging method, that is email or text message. 9.3.1 Email Message To receive notifications via Email from the ISY, select the Regular Email on the list. This is the first entry on the Messaging Providers list. Once Regular Email is selected you will be requested to enter the full email of the recipient at the entry field located at bottom of the list.
10 Errors and Error Messages 10.1 Red Exclamation Mark i. ii. If you see a red exclamation mark next to a device then you have lost connectivity to that device. Wait a few second and see if the device comes back on its own.
