System cloud setup

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Welcome to the Cloud setup guide which will explain how to perform the initial setup using the Cloud

General

This document describes how to perform the initial setup for OpenMotics hardware using the cloud.

For more details and examples setting up switches, please refer to the Switch Setup pages

Logging in

When initialy visiting the OpenMotics cloud, the following welcome screen is displayed. Click the login button in the upper right corner to start the login procedure.

Not yet logged in

Before logging in, a page is displayed where the OpenMotics cookie policy is displayed, which needs to be accepted. This is repeated on each device used, as it is required to ask before a login is possible. Click accept and the login screen will load.

A username and password should have been recieved when the OpenMotics hardware was purchased. It has been sent to the mailbox provided during the purchase. If no password was recieved, please contact OpenMotics.

Accept cookies Enter credentials

Once logged in, an empty dashboard will be showed.

The first time, an empty dashboard is displayed

Configuration

During 7 steps, the complete system will be setup up using a graphical user interface provided in the Cloud.

1. Welcome

In the first step, more information regarding the gateway is displayed. Make sure the ID of the gateway displayed is the same as the one installed.

Welcome

2. General

In this step, general information regarding your installation is requested. This information might be used in the future for location based cloud services, and for displaying purposes.

General information

3. Initialisation

The first time this step is entered, only the gateway will be found. Before continuing, make sure all modules are connected according to the manual.

No modules found

After clicking the "Start the initialisation" button, a popup will show a warning that the output module mode should be set before continuing. An output module can operate in normal or shutter mode. The shutter mode is a special mode where the module's firmware will make sure both directions of the motor cannot be active at the same time, which could cause damage to the motor unit.

After clicking the "Continue" button, click twice (with half a second delay) on the discovery button, and repeat this for each module with a 1 second pause between the modules. Once a module is found, the number will increase. There might be a few seconds delay here, but all modules should be found at least within 30 seconds. If not, stop the initialization and repeat for the not yet discovered modules.

If some of the modules won't appear, you might have modules with the same ID. This can be solved by using the Module Reset Procedure.


Ready for initialization Modules found

4. Outputs

At this step, outputs are being configured.

A button is available to turn the output on/off, and for shutter modules to open/close the shutter (and reverse the direction, if required). Another button turns on a blinking light on the module itself to make sure the correct module is selected.

Give the modules a descriptive name, or mark the output as being not in use, to remove it from other interfaces. Modules that are not in use can be set to use at any later time. Make sure to mark outputs that are connected to lights are marked as such, as only lights can be used at the "Lights" page.

Shutter configuration Configure shutters

Not in use Configure lights

Configure valves

5. Inputs

This step makes it possible to configure inputs. They can be given a name, and they can be assigned a certain function, or marked as being not in use. When an input is pressed (e.g. a switch is pressed), the active input will blink for 10 seconds. However, motion detectors typically give a signal every few seconds as long as motion is being detected, so it might be easier to configure these first, as they will often blink when people access rooms etc.

Configure inputs

The last option is one where more complex functionality can be assigned to a button, such as delays but also complete flows like 'When the temperature is above 25 degrees celsius, and there is direct sunlight at sensor A, lower the shutters for half and set the ventilation at 25%.

Configure actions Finished

6. Sensors

At the sensor step, sensors that do not output data will be grayed out and can be marked as being not in use. Other sensors can be given a name and optionally an offset can be configured. This can be used to counter a non-optimal placement of the sensor.

Configure sensors

7. Thermostats

At this step, the thermostats can be configured. The gateway has a maximum of 24 thermostats build-in. Typically, every heating circuit will be linked to one thermostat, together with a sensor installed in this room.

The global sensor that is placed outside the building can be selected on top. This sensor will be used to turn of the heating system when the temperature outside is high enough.

Below, the individual thermostats can be configured. Each thermostat have a name and a sensor. Each thermostat must have a valve and optionally a secondary valve. In case the heating system is using radiators as its only heating system, only the primary valve will typically be used. In the case of under floor heating, the under floor heating will be connected to the primary valve, and an optional circuit with radiators will be connected to the secondary valve, which will be turned on if the desired temperature cannot be reached quickly enough.

Thermostats

While the system is not properly set up, more settings can be changed throughout the cloud interface.

Further configuration

At the dashboard, the primary heating status will be displayed.

Dashboard

Settings

Thermostats

At this page, the heating times and temperatures can be configured. For each day, individual times and temperatures can be set to make sure the heating doesn't turn on when nobody is at home. Additionally temperatures can be set for "Away", "Vacation" and "Party" modes. While their name suggests a particular use-case, they can be used for any occasion desired.

Thermostats

Plan

At the "Lights" page, floor plans are being presented that contains buttons for all lights positioned at their approximate location. To create those plans, enter a name and press enter. Then press the edit button once more and upload an image below. Please take note of the guidelines for the images to achieve the best possible quality.

It is also possible to upload "virtual" floors; these might represent for example the garden or a garage.

Floors

Custom actions

While not yet possible to configure through the cloud interface, the CLI allows a user to program complex functionality. If available, these can be linked to virtual lights or moods that are accessible respectively via the "Lights" page, or via the Dashboard.

Group actions

Environment

Select a correct timezone to make sure the set times at the Thermostat settings page are corresponding to the expected times.

Environment

Energy

At this page, all settings related to energy monitoring using the OpenMotics power modules can be configured.

First, one or more power suppliers such as the electricity provider or water agency should be configured. They each have a certain unit, and a price per unit. In case a double price scheme is available, a separate price and timings can be configured as well.

Energy suppliers

Lights

At the lights page, the previously defined floor(s) is(are) now visible. All lights defined in the initial configuration are available below the floor plans. When clicking the edit mode button, they can be dragged to their approximate location. Drag a light to the left or right side of the plans to switch floors in case multiple floors are defined.

After all lights have the correct position, press the button once more to leave edit mode. The lights can now be clicked to toggle or in case the light can be dimmed, a dimmer interface will pop up.

Lights Lights

Lights

Thermostats

At this page, the thermostats are displayed and an alternative - temporary - temperature can be set as well. It will be reset once another mode is selected or a switch from day to night or vice versa occurs.

Thermostats