Z4P950-000020Z-Wave Networking Module

Installation Guide Last Update - September, 2015 Se 31, 2012 © 2014 Powerhouse Dynamics, Inc. Page 2 Installation Process: Quick Overview Please review the full Installation Guide before proceeding; this Overview provides basic steps for installing the SiteSage Gateway and Energy Monitor, but not the level of detail you will need to safely install these and other SiteSage components. Installation should only be performed by a licensed electrician. Step 3: Plug in the SiteSage Gateway at a secure location within about 30 feet of the electric panels to be monitored, and connect it to the broadband Internet network in the facility. SiteSage can be connected either by Wi-Fi or via a wired Ethernet connection, as described in Section 2. Once the Gateway is connected to the Internet, the LINK light on the Gateway will turn solid green. When an Energy Monitor unit has been installed and registered and is seen by the Gateway, the DATA light will turn solid green as well. Step 2: Turn off power to the circuit panel where the SiteSage Energy Monitor components are being installed and open the panel. Connect the black wire of the power cable to an empty (15A or 20A) breaker and the white wire to the neutral bar. Clamp the appropriate-size current transformer/sensors, first onto the incoming Main power lines (if they are being monitored), and then onto all branch circuits being monitored, recording each circuit’s information on the Channel Setup Worksheet as you go. Step 3: Connect the other end of the sensors to the Channels (ports) on the SiteSage Energy Monitor “ePod” and “xPods”, if any, as described in Section 3. Place the provided labels on the sensors and the wire near the Channel connections to keep track of which circuits have been connected to which SiteSage Monitor Channels. Connect the other end of the power cable to the SiteSage Monitor ePod and find a convenient space to mount the unit inside the panel. (Make sure the ePod is not powered up until all the xPods have been connected). You can then organize the wires with the provided wire ties. Close the circuit panel, turn power back on, and plug the SiteSage Gateway into an electrical outlet. Step 4: Register and configure SiteSage online. Please go to http://SiteSage.net/setup and follow the on-screen instructions. This process can, but need not, be completed by the person who installed the unit, and will require completed Channel Setup Worksheets. A Software License Key, which should be provided by the Authorized SiteSage Channel Partner, is also required for Registration. After the Registration and Configuration process is completed it is possible to access the SiteSage Portal at Sitesage.net. You are then able to configure the SiteSage Smart Thermostats. (See Section 4). NOTE: In the case of 3-Phase power, it is best practice to install all sensors is the same direction, with the arrows FACING the breaker panel (or, in the case of 150A sensors, with the label facing AWAY from the panel). Please see Section 3.2 for further explanation. © 2014 Powerhouse Dynamics, Inc. Page 3 SiteSage Installation Guide Table of Contents Installation Process: Quick Overview ...................................................................................... 2 Important Safety Information ................................................................................................. 4 1. Introduction to SiteSage ...................................................................................................... 5 2. Setting up the SiteSage Gateway ........................................................................................ 6 2.1 Installing the SiteSage Gateway .................................................................................... 6 2.2 Connecting to the Internet ........................................................................................... 7 3. Installing a SiteSage Energy Monitor ................................................................................. 12 3.1 Channel Setup Worksheet ......................................................................................... 12 3.2 Installing the SiteSage Energy Monitor Components ................................................ 17 3.3 Installation of Other Sensors ..................................................................................... 25 4. Installing SiteSage Smart Thermostats .............................................................................. 26 5. Registering and Configuring SiteSage ................................................................................ 29 Step 1: Account and Contact Information ...................................................................... 30 Step 2: Location Information .......................................................................................... 30 Step 3: Utility Rates ........................................................................................................ 31 Step 4: Energy Monitor Channel Configuration ............................................................. 32 Step 5: Configuring a Smart Thermostat ........................................................................ 37 Appendix A: Frequently Asked Questions ............................................................................ 40 Appendix B: Provisioning a Wi-Fi Smart Thermostat ........................................................... 41 Appendix C: SiteSage Networking Requirements ................................................................ 44 Appendix D: Installing Temperature Sensors ....................................................................... 46 Appendix E: SiteSage Hardware Technical Specifications .................................................... 50 Warnings ........................................................................................................................... 50 Warranty ..........................................................................…

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Z-Wave Module Block Diagram The Z-Wave Module is centered around the ZM5202 Z-Wave Transceiver programmed as a Z-Wave Controller, generating a carrier frequency of 908.4MH. A PIC18F25K22 provides an SPI/UART translation to allow communications between the host system and the ZM5202 Transceiver.

Top Surface, showing host interface to the left. Bottom Surface, showing host interface to the left Host connection end, showing interface and alignment tabs.

MODEL: 950-000020 FCC ID: Z4P950-000020 IC: 9953A-950000020 Z-Wave: ZC10-15080023 Powerhouse Dynamics, Inc. Z-Wave Module Made in USA

Z-Wave Module Assembly – ZM5202 chip assembly situated in the middle of the PCB, antenna running from top of PCB down right hand side. Host connection at the bottom. View shows Z-Wave ZM5202 assembly in the center, to the right is the antenna and the impedance matching filter. To the immediate left is the supply EMI filter. At the top right hand is the Z-Wave configuration EEPROM. In the left hand corner is the asynchronous serial to synchronous serial communications translator Rear of PCB showing Ground Plane

Device Operation The Z-Wave module is an expansion component designed to be integrated with our system host (SiteSage Gateway) via an expansion port fitted to the rear of the system host. This expansion port is USNAP compliant providing both communications and power with some elementary signaling logic. The Z-Wave module consists of a Z-Wave Network Controller, capable of establishing and supervising a Network of one or more Remote Z-Wave enabled sensor/actuators, allowing each sensor/actuator to be remotely accessed through the system host via our Remote Management Portal. A Z-Wave network is established by setting the Z-Wave Network Controller (Z-Wave Module) into a state known as Inclusion Mode; this state allows individual Remote Z-Wave enabled devices to be added to the Z-Wave network by physically adding each one locally to the Network. Inclusion mode is typically set to have a duration of 90 seconds once invoked from either the system hosts embedded web page, of from the Remote Management Portal. Once inclusion mode times out, no additional Remote Z-Wave Enabled Devices can be added to the network until inclusion mode is again initiated. The system host on reset or power-up initiates a 90 second inclusion mode, this feature is used to add nodes to a Z-Wave system if the operator does not have access to either the embedded web pages of the system host or the Remote Management Portal. The Z-Wave Network Controller behavior is dependent on the inclusion state of the system; If no devices are included in the Network the Z-Wave Controller enters an idle state where all wireless communications are disabled. When Remote Z-Wave devices are included in the Network, the Z-Wave Controller supervises each node in a round robin format, once every 90 seconds. With no individual Remote Z-Wave device being accessed within 200ms of the previous device. Unresponsive nodes are still polled within the same polling cycle, until the device reconnects or is excluded from the network via either the system hosts embedded web page or the Remote Management Portal. Circuit Description The Z-Wave module comprises a number of discrete sections:  ZM5202 (U17) – Z-Wave system module, providing an integrated sub-GHZ radio and an 8-bit 8051 microprocessor, with 64KB program memory, and 16KB SRAM.  PIC18F25K22 (U1) – an 8-bit PIC18 microprocessor to translate Asynchronous serial data to Synchronous Serial data.  Antenna (E1) – 50 ohm impedance matching PCB antenna for the ZM5202  EEPROM (U2)– storage for protocol information, such as routing table, homeID etc.  Module supply decoupling/filtering (L2)– a simple filter to reduce EMI induced into the Host supply ZM5202 The ZM5202 is an FCC part 15 compliant sub-GHz wireless module, operating at 908.4MHZ with a 40KBits/s data rate. The module itself contains a ZM5202, supply decoupling of the digital supply from the analogue supply and a sub-GHz SAW filter. The RF filtering is to reject interference signals in RX mode and attenuate harmonics in TX mode. The SAW filter is used in sub-GHz bands to suppress interference from powerful cellular handsets, located in adjacent bands. RF io is single ended in internally matched to 50ohms. PIC18FK22 This processor provides the translation functionality to convert the asynchronous serial io from the ZM5202 into a serial peripheral interface (SPI) protocol compatible with the Hosts USNAP compliant interface. Running on an 11.0592MHz crystal this device is optimized for serial communication with the ZM5202 module, and translates data streams to and from that device under the control of the Host systems controller, which retains master status within the Master/Slave connection status of the SPI protocol. PCB Antenna The PCB Antenna is a ¼ wave whip antenna providing an omnidirectional radiation pattern giving a gain of approximately -8 to -12dbm when the board is in the horizontal plane. The PCB trace is optimized for the dielectrics of the PCB and enclosure with a length of approximately 57mm. The ZM5202 is matched to the PCB antenna, via 50 ohm impedance connection point, the PCB connection point is laid out to provide a matching “pi” circuit (which is not implemented in the current design) with C8 and C9 not fitted and R4 replaced with a 0 ohm resistor. This antenna match configuration provides the best power transfer between the ZM5102 and the PCB antenna. Ground Plane The Z-Wave module is a two layer construct, with the top layer providing, logic, power and the antenna, and the bottom layer predominately providing a ground plane for the circuit components. Other than the antenna connection point the ground plane is excluded from the area of the PCB used to locate the antenna, this should reduce/eliminate the induction of RF currents in the digital and power planes of the Z-Wave Module and the system Host it is integrated with. EMI Filter During field testing was identified that an EMI filter consisting of L2, be included in the Z- Wave supply line to eliminate unwanted low frequency harmonics being induced in to the supply lines.

55 44 33 22 11 D D C C B B A A PIC-Prog C4, C5 close to U1 as possible Z-Wave Prog C6 C7 close to U3 aspossible Keep traces as short as possible All traces must be 50 ohms CSSCKRSTMISOMOSI MCLRVCCGNDPGDPGC Populate R5 & R8 for Current Gatewayrevisions, do not populate R6 & R7. GNDGNDVCCVPP L2 should be mounted close to J1 0805 rated for at least 60mAL2 is required to suppressnoise filtering back into themains supply, and is requiredto meet FCC Class B conductedemissions. C10 through C12 were shownto reduce conductedemissions. Not necessaryfor production but includedif required when new layoutis Checked for FCCconformance.C10, C11, and C12 should bemounted close to J1 Highest clockfrequency supportingthe 115200 baudratenecessary tocommunicate withZM4102 with a BERRrate of 0.0% Z-Wave Transciever Module (US-908.4MHz) 40kbs Serial Comms:115200 bps 500KHz Programmer uses HighVoltage to program PIC RESETbar ATTENbar CSbar ATTENbar RESETbar CSbar VCC VCC VCC VCC VCC VCC VCC VCC VCC VPP TitleSize Document Number Rev Date: Sheet of SCH-000005 D Z-Wave Tranceiver A 11 Friday, June 26, 2015 TitleSize Document Number Rev Date: Sheet of SCH-000005 D Z-Wave Tranceiver A 11 Friday, June 26, 2015 TitleSize Document Number Rev Date: Sheet of SCH-000005 D Z-Wave Tranceiver A 11 Friday, June 26, 2015 J1 10-PIn 2mm 301-000033 CS 1 ATTENTION 2 SCLK 3 MOSI 4 MISO 5 RST 6 VCC 7 GND 8 TEST-1 9 TEST-2 10 SO8 U2 128Kbit EEPROM GND 4 SI 5 VCC 8 SCK 6 HOLD 7 CS 1 SO 2 WP 3 R5 22R1 D3BAT85 1 3 C130pF R3 10K C44.7uF Q1BC847B,215 1 32 R12 22R1 R2 10K C230pF R6 22R1 DNS C1233pFDNS C50.1uF C9DNS Q2BC847B,215 1 32 R7 0R DNS C8DNS U1 PIC18F25K22 RA2 1 RA3 2 RA4 3 SS1 4 VSS 5 OSC1 6 OSC2 7 RC0 8 RC1 9 RC2 10 SCK1 11 SDI1 12 SDO1 13 TX1 14 RX1 15 VSS 16 VDD 17 SS2 18 SCK2 19 SDI2 20 SDO2 21 RB4 22 RB5 23 PGC 24 PGD 25 MCLR 26 RA0 27 RA1 28 J3 HEADER 10 123456789 10 E1PCB ANTENNA R8 0R C64.7uF R13 10K C1033pFDNS R1 10K L10R R9 1K L2 10uH D2BAT85 1 3 C70.1uF C30.1uF X1 11.0592MHz J2 5 Pin 4.6mm DNS 301-000039 12345 R40R C1133pFDNS R11 22R1 U17 ZM5202AU GND1 1 GND2 6 GND3 12 GND4 17 ANT 18 VCC 11 RESET_N 2 INT1_N 3 INT0_N 4 P1.5 5 MISO 7 SCK 8 MOSI 9 RXD 10 TRIAC 13 ZEROX 14 TXD 15 GND5 16

Non-Specific Radio Report Shell Rev. August 2015 Page 1 of 83 PowerHouse Dynamics, Inc. / Z-Wave Radio EMISSIONS TEST REPORT (FULL COMPLIANCE) Report Number: 102149440BOX-001b Project Number: G102149440 Report Issue Date: 11/10/2015 Model(s) Tested: Z-Wave Radio Model(s) Partially Tested: None Model(s) Not Tested but declared equivalent by the client: None Standards: FCC 47CRF Part 15 (8/2015) Subpart C Section 15.249, FCC 47CRF Part 15 (8/2015) Subpart B, ICES-003 Issue 5 August 2012, RSS-Gen Issue 4 November 2014, RSS-210 Issue 8 December 2010 Tested by: Client: Intertek Testing Services NA, Inc. 70 Codman Hill Road Boxborough, MA 01719 USA Powerhouse Dynamics, Inc. 1 Bridge Street 3rd Floor, Suite 301 Newton, MA 02458 USA Report prepared by Report reviewed by Kouma Sinn / Staff Engineer, EMC Michael F. Murphy / Sr. Staff Engineer This report is for the exclusive use of Intertek's Client and is provided pursuant to the agreement between Intertek and its Client. Intertek's responsibility and liability are limited to the terms and conditions of the agreement. Intertek assumes no liability to any party, other than to the Client in accordance with the agreement, for any loss, expense or damage occasioned by the use of this report. Only the Client is authorized to permit copying or distribution of this report and then only in its entirety. Any use of the Intertek name or one of its marks for the sale or advertisement of the tested material, product or service must first be approved in writing by Intertek. The observations and test results in this report are relevant only to the sample tested. This report by itself does not imply that the material, product, or service is or has ever been under an Intertek certification program. Intertek Report Number: 102149440BOX-001b Issued: 11/10/2015 Non-Specific Radio Report Shell Rev. August 2015 Page 2 of 83 PowerHouse Dynamics, Inc. / Z-Wave Radio Table of Contents 1 Introduction and Conclusion .............................................................................................................. 3 2 Test Summary ...................................................................................................................................... 3 3 Client Information ................................................................................................................................ 4 4 Description of Equipment Under Test and Variant Models ............................................................. 4 5 System Setup and Method .................................................................................................................. 6 6 Transmitter Fundamental Power ........................................................................................................ 7 7 Transmitter Spurious Emissions ...................................................................................................... 15 8 Receiver Spurious Emissions .......................................................................................................... 53 9 Transmitter Bandwidth ...................................................................................................................... 67 10 Transmitter Duty Cycle .................................................................................................................. 71 11 AC Mains Conducted Emissions .................................................................................................. 77 12 Revision History ............................................................................................................................. 83 Intertek Report Number: 102149440BOX-001b Issued: 11/10/2015 Non-Specific Radio Report Shell Rev. August 2015 Page 3 of 83 PowerHouse Dynamics, Inc. / Z-Wave Radio 1 Introduction and Conclusion The tests indicated in section 2.0 were performed on the product constructed as described in section 4.0. The remaining test sections are the verbatim text from the actual data sheets used during the investigation. These test sections include the test name, the specified test Method, a list of the actual Test Equipment Used, documentation Photos, Results and raw Data. No additions, deviations, or exclusions have been made from the standard(s) unless specifically noted. Based on the results of our investigation, we have concluded the product tested complies with the requirements of the standard(s) indicated. The results obtained in this test report pertain only to the item(s) tested. Intertek does not make any claims of compliance for samples or variants which were not tested. 2 Test Summary Section Test full name Result 3 Client Information -- 4 Description of Equipment Under Test and Variant Models -- 5 System Setup and Method -- 6 Transmitter Fundamental Power FCC 47CFR Part 15 (8/2015) Section 15.249(a), RSS-210 Issue 8 December 2010 Pass 7 Transmitter Spurious Emissions FCC 47CFR Part 15 (8/2015) Section 15.249(d), RSS-210 Issue 8 December 2010 Pass 8 Receiver Spurious Emissions FCC 47CFR Part 15 (8/2015) Section 15.109, RSS-Gen Issue 4 November 2014, ICES-003 Issue 5 August 2012 Pass 9 Transmitter Bandwidth FCC 47CFR Part 2.1049 (8/2015), RSS-Gen Issue 4 November 2014 No limit 10 Transmitter Duty Cycle FCC 47CFR Part 15.35(c) (8/2015), RSS-Gen Issue 4 November 2014 No limit 11 AC Mains Conducted Emissions FCC 47CFR PT 15.107, RSS-Gen Issue 4 November 2014, ICES-003 Issue 5 August 2012) Pass 12 Revision History -- Intertek Report Number: 102149440BOX-001b Issued: 11/10/2015 Non-Specific Radio Report Shell Rev. August 2015 Page 4 of 83 PowerHouse Dynamics, Inc. / Z-Wave Radio 3 Client Information This EUT was tested at the request of: Client: Powerhouse Dynamics, Inc. 1 Bridge Street 3 rd Floor, Suite 301 Newton, MA 02458 USA Contact: Peter Dodd Telephone: 617-340-6582 Email: [email protected] 4 Description of Equipment Under Test and Variant Models Manufacturer: Powerhouse Dynamics, Inc. 1 Bridge Street 3 rd Floor, …

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Setup Photographs: 30-1000 MHz Test Setup 1-10 GHz Test Setup