Eisy:User Guide

Welcome to our eisy corner: your one place for anything eisy!

Some Definitions!

ISY on Anything (IoX)

IoX is shorthand notation for ISY on Anything. For the old timers, ISY is the code that runs on the 994, now running as an optimized and fast service on eisy and Polisy.

Node Servers

As you might already know, in ISY, everything is represented as a Node. These are things (or devices) that show up in your left navigation bar under ISY. A long time ago, these nodes were limited to INSTEON,X10/A10, Z-Wave, and Zigbee. Basically, protocols for which ISY994 had native support. We designed and developed node servers so that developers could integrate their things into ISY as nodes. And, hence, Node Servers: they serve nodes to ISY.

These nodes can be anything. They represent real devices such as Ring, Tesla, WiFi light bulbs, Ecobee, or they could be virtual such as calendars and climate services. Once a node is represented in ISY, then the whole ISY event based and programming environment are available to it. In short, Node Servers allow ISY to support pretty much any device or thing out there.

But, where do these node servers live? Well, you have come this far, so read on ...

Polyglot

Node servers have to run on some computing device. And, forcing each developer to have to come up with his/her own node server from scratch would be completely detrimental to our quest. So, we designed and developed Polyglot which is a framework that allows developers to develop their node servers with ease and confidence that all the plumbing/security and communications with ISY is handled automatically.

Polyglot version 3 (PG3) is the latest version of Polyglot which includes much enhanced functionality and, most importantly, enables the developers to charge for their node servers. PG3 is only available on eisy and Polisy. Polyglot V2 is not available on eisy.

eisy | home

eisy is our own sbeautiful, powerful hardware/OS preconfigured and optimized to run Polyglot (and other things). So, for those of you non-geeks out there, we have taken all the geekiness out of Polyglot and provided you with a ready to run box. So, now that we got you excited, let's continue with setting up and using your eisy.

First Steps

Installation

Installation is quite easy

• You can use UD Mobile which walks you through the setup. If not:
• Connect a Cat5e cable to eisy's Network Port and the other to your network. Note: the network must initially be DHCP auto enabled
• Connect the power supply

Accessing eisy

IoX Launcher is the best method to find and access all of eisy's features

• Install IoX Launcher
• Click on the row of the discovered eisy and you will see this menu

Admin Console (LAN) This menu item downloads the ISY Admin Console directly from eisy

Admin Console (Cloud) This menu item downloads the ISY Admin Console from the Universal Devices cloud servers

Regardless of how you get to the ISY Admin Console (Cloud vs. LAN), the results are the same: Admin Console is brought up and connected directly to your eisy. Admin Console allows you to add/remove/change Z-Wave/INSTEON devices, make programs, and make configuration changes. The best source for what you can do with the Admin Console is our ISY (994) Cookbook.

Polyglot V2 (Deprecated) This is not available on eisy

Polyglot V3 (PG3) This takes you to Polyglot V3 (PG3) Dashboard.

Default Username and Password

admin | admin is the default username/password for everything in eisy.

To change your password please see the instructions below.

Setup ISY Portal for Remote Access/Alexa/GoogleHome/IFTTT

• Please use UD Mobile which walks you through the seutp
• If you are migrating from 994, make sure you complete the migration process from 994

Don't forget to check out all the things you can do with ISY Portal.

Mobile App

UD Mobile is everything you have ever dreamed of. It lets you control and monitor anything that's commissioned to your eisy, and it's FREE!
UD Mobile is developed by Universal Devices.
Forum support is available for UD Mobile.

Device Support

Z-Wave Support

1. Simply plugin our awesome ZMatter USB dongle
2. Go to the Admin Console | Configuration tab
3. Check Z-Wave Support Checkbox
4. Click the Save button
5. Click the Reboot or Restart IoX button.

Node Servers

Pick from anything in the Node Server Store and quench your thirst for integration!

INSTEON Support

1. Connect the PLM to your eisy

eisy supports the following PLMs: 2412S, 2413S, 2413U, and 2448A7. If you have a 2413S (serial), you will need our Serial PLM Kit

1. Go to the Admin Console | Configuration tab
2. Check INSTEON Support Checkbox
3. Click the Save button
4. Click on the Reboot button. Here's the INSTEON User Guide.

Migration

Background

Insteon

The Eisy / Polisy implementation of Insteon is a port of the Insteon implementation on the ISY-994. Therefore, you will notice few if any differences.

Z-Wave

Our Original Z-Wave implementation is the certified version of Z-Wave on the ISY-994. This code was ported to Eisy / Polisy, but is being deprecated in favor of our new more functional implementation called ZMatter Z-Wave.

• The original implementation on Eisy / Polisy can use generic Z-Wave controllers such as the Zooz stick, or, it can use the ZMatter Z-Wave controller (either board or USB dongle).

• The ZMatter Z-Wave implementation can only use the ZMatter Z-Wave controller (either board or USB dongle).

What to Expect During Migration

Insteon

The Insteon network on ISY-994 will be seamlessly transferred to Eisy / Polisy. Your nodes, programs, and scenes using Insteon will remain unchanged.

Z-Wave

The Z-Wave network managed by ISY-994 will be migrated to the ZMatter Z-Wave implementation on Eisy / Polisy. The devices in the network will remain the same, but their representation in ISY may change.

• Nodes

Z-Wave ISY Nodes will be reused whenever possible, but new nodes may be created as well.

• Programs

Z-Wave ISY nodes in programs will be migrated, however, node actions and conditions may no longer be valid if the node's support for them has changed.

• Scenes

Z-Wave ISY Nodes in scenes will be migrated, but those using native links (i.e. association) may require updates.

Programs

Programs and variables will be transferred seamlessly, but some exceptions may occur if ISY Nodes or their commands and/or status have changed.

Network Resources

All Network Resources will be migrated seamlessly, however, you will need to open and save each one individually.

ISY Portal

See ISY Portal Migrate configurations to a new ISY

Polyglot / Node Servers

See Migrating Node Servers to PG3x

Requirements

1. If you are migrating Insteon you must have a compatible PLM
   • Eisy / Polisy supports these PLMs: 2412S, 2413S, 2413U, and 2448A7
   • If you have a 2413S (serial), you will need our Serial PLM Kit
2. If you are migrating your Z-Wave Network, you must have our ZMatter Z-Wave USB Dongle
   • If you are using Polisy, you can alternatively use our ZMatter Z-Wave Board for Polisy

Preparing for Migration from ISY-994

On your ISY-994

1. Make sure the ISY-994 is upgraded to 5.3.4,
2. If you are migrating your Z-Wave network
   • You must be using a 500 Series Board in the ISY-994
   • Make a backup of your Z-Wave network (Admin Console | Z-Wave | Backup)
   • Make a backup of your ISY-994 (Admin Console | File | Backup ISY)
   • Power down your ISY-994 (very important). ISY-994 needs to be powered off because when you migrate, both your ISY-994 and Eisy / Polisy will think they are controlling the Z-Wave network.
3. If you are not migrating your Z-Wave network
   • Make a backup of your ISY-994 (Admin Console | File | Backup ISY)

Preparing for Migration from Eisy / Polisy

You can migrate locally on the same Eisy / Polisy or to another Eisy / Polisy.

On the Eisy / Polisy your are migrating from

1. Make sure Eisy / Polisy is up to date
   • Go to Admin Console configuration page and select update packages
2. If you are not migrating your Z-Wave network
   • Use (Admin Console | File | Backup ISY) to make a backup of your Eisy / Polisy
3. If you are migrating your Z-Wave network
   • Leave your current Z-Wave board / dongle connected
   • Go to configuration tab in Admin Console and select "Migrate to ZMatter Z-Wave"
   • Choose the option that allows you to create a "migration" backup (first option)

   • You will see a series of popup windows providing information and asking simple questions

   • Once you have your "migration" backup you are ready to migrate

   • A migration backup is different than a regular backup.
   • When a migration backup is restored it also migrates your Z-Wave network

Migrating

On the Eisy / Polisy you are migrating to

1. Do the appropriate preparation step (see above)
2. Make sure Eisy / Polisy is up to date
   • Go to Admin Console configuration page and select update packages
3. If you don't have a current backup, make a backup of your Eisy / Polisy (Admin Console | File | Backup ISY)
4. If you are using Insteon, plug in the PLM
5. If you are not migrating your Z-Wave network
   • Use (Admin Console | File | Restore ISY) to restore either your Eisy / Polisy backup or your ISY-994 backup
6. If you are migrating your Z-Wave network
   • If you aren't already using it, plug in your ZMatter Z-Wave dongle and unplug any other Z-Wave dongle you may have been using.

   • (Polisy only) If you have a ZMatter Z-Wave board then power down Polisy, add it, then power on again.
   • Reboot Eisy / Polisy

   • Use (Admin Console | File | Restore ISY) to restore your "migration" backup

   • If you are migrating from Eisy / Polisy use the migration backup (e.g. "ISY-BackupWithZWaveMigration.v5.5.4__Sat 2023.01.21 09.07.44 AM")
   • If you are migrating from ISY-994 use your ISY-994 backup

   • When IoX restarts, it automatically does the following:

   • Writes you Z-Wave network into the ZMatter Z-Wave controller
   • Interviews every Z-Wave device in the Z-Wave nework, creating/updating nodes, programs and scenes.

   • This process can take anywhere from a few seconds to a few minutes for each device depending on the complexity of the device.
   • The best way to monitor the progress is to open the Admin Console Event Viewer to level 3
   • For those who want lots of low-level details, you can also use this from the command line: tail -f /var/isy/FILES/LOG/ZWAY.LOG

   • If you don't actually change your Z-Wave network by adding/removing Z-Wave devices after migration, you can back out the migration by connecting whatever Z-Wave dongle you were using before migration and restoring the backup you made prior to migration.
7. If you are using Insteon
   • Go to the Admin Console configuration tab and make sure INSTEON Support is enabled (default username/pwd = admin/admin)
   • If you are using a new PLM, Restore the PLM
8. Reconfigure any software utilizing to point to this Eisy / Polisy, restart the other software, if necessary.
9. If you have ISY Portal on your 994
   • Follow these instructions to migrate your account, license, and Alexa/Google Home settings
   • This will also migrate all node server licenses from your Polisy to Eisy / Polisy
10. If you are using Polyglot / Node Servers
    • See Migrating Node Servers to PG3x
11. If you migrated your Z-Wave Network then make a backup of it (Z-Wave | Backup)
12. Make a backup of your newly configured IoX.

Post Migration

1. If you migrated your Z-Wave Network
   • If you have any Z-Wave nodes with a type of (Placeholder) it means the device has not been migrated yet.

   • In most cases they are battery powered devices that were not awake during migration
   • To migrate one of these devices, wake it up (see user manual for the device) and then do the following

   • right+click on a placeholder node for the device, select Z-Wave | Synchronize | Update with Interview

   • When it completes do the same for the next device

Migrating Node Servers to PG3x

Migration is only possible with version 3.1.17 or later of PG3x. The version of PG3x that ships with eisy is currently 3.1.16 which does not support migration. Please upgrade packages first and make sure you are running version 3.1.17 of PG3x before attempting to migrate.

1. Backup PG3 on Polisy.
2. Restore from PG3 backup on eisy using the "Migrate from PG3 Backup" option.

Cautions:

• Node servers currently installed on eisy will be removed (and possibly replaced).
• Node servers migrated are left in the "stopped" state. You will need to manually start each one after migration.
• If the Polisy was configured to manage node servers on more than one IoX (say both Polisy IoP and i994) only one IoX will be migrated and you can't choose which one it will migrate.
• Node servers installed on the Polisy from the local node server store will likely fail to install on the eisy.
• Node server licenses should be migrated as part of the Portal migration step.

UD Mobile

See https://wiki.universal-devices.com/index.php?title=UD_Mobile#Migration

eisy (PG3) Dashboard

You will be prompted with a security warning by your browser because eisy uses a self-signed certificate. Please ignore the warning.

You are then presented with the login screen. The default username is admin and default password is admin. Please make sure you change your default username/password once you login.

Once you have successfully logged into eisy, you will get the eisy Dashboard which is designed to be simple and functional.

Change Password

Starting with the eisy the password is managed through the Admin Console user/pass settings. Changing the admin password in Admin Console (via IoX Launcher) will update PG3x login and will keep the ISY on eisy in sync. It is no longer necessary to change the password in multiple places.

ISYs

The eisy should automatically add the ISY running as localhost (or at IP 127.0.0.1) on the eisy. You can confirm this by clicking on "ISYs". It should show an ISY UUID with a checkmark next to it. Then click on "Edit Current ISY" to review/confirm information.

You can add/remove ISYs or IoXs through this menu.

1. Click on the Add New ISY menu
2. Fill out the entries as shown in the picture below
3. Make sure you use HTTP and not HTTPS

NodeServer Store Menu

This is where all the available node servers are listed. In order to install one of these node servers into ISY/IoX:

1. Click on the name of the Node Server you wish to purchase/install
2. Additional information about the Node Server will be displayed, including the purchase/install options available.

There are 4 possible purchase options that may be available:

1. Trial. Activating a trial license will make the Node Available for the trial period. When selected, the Activate button should change to an Install button.
2. Free. Free Node Servers will simply show an Install button and are available to be immediately installed.
3. Purchase. Clicking the Purchase button will re-direct you to the Portal purchasing system where you can purchase an license for the Node Server (see steps below).
4. Subscription. Click the Purchase button for a subscription will re-direct you to the Portal purchasing system where you can purchase a license for a specific time period.

The Purchase Info displays basic info about the node server and which ISY/IoX is currently being manages. Once you've confirmed this is what you wanted, click the Purchase button to re-direct to the Portal purchasing system. You may be asked to log-in to the Portal to complete the following steps.

The Portal purchasing system will give you the option to select the type of license you wish to purchase. Use the drop down box to select the license and then click the button to continue with the payment options.

Once a node server license has been purchased, you will be re-directed back to PG3. Navigate back to the node server store and again select the node server you just purchased. The node server details page will now show an Install button instead of a Purchase button. Clicking the Install button will display the node server installation screen.

If this is the first time installing this node server, you must select an empty slot before installing. If you have previously installed this node server, you will be given the option to re-install it into the slot where it is currently installed.

Once installed, it should show up in the PG3 Dashboard.

Purchases

This is where all your node server purchases show up. These node servers are tied to your eisy.

Multi Function Button

eisy's power button acts as a multifunction button

Update and Upgrade All the Packages

Click the button once. Please consult support before updating this route.
Recommended route for updating is through Admin Console -> Configuration Tab -> "Upgrade Packages" button. ‎
NOTE: There is not a speaker on the eisy so there will not be any beeps on reboot.

Go to WIFI Setup or Leave WIFI Setup mode

Click the button twice.

Reset Credentials

Click the button three times This action resets the following passwords to the default (admin/admin):

• SSH
• Polyglot v2
• ISY on eisy(IoX)
  

Be sure to change the passwords for these sections after you log-in again.

Reset Networking

Click the button 4 times

Reboot

Click the button 5 times

Shutdown

Click the button 6 times

Factory Reset

Click the button 10 times

Please wait 5 minutes after factory reset before attempting to reconnect to system. If System is not found by finder after the 5 minute wait period please reboot system by clicking the button 5 times and waiting one minute for system to come online.

Using eisy In Desktop Computer Mode

Yes, you can use eisy as a beautiful desktop running a lean version of XFCE on FreeBSD!

Attaching HDMI Ports

1. Click the power button 6 times and wait for eisy to shutdown
2. Attach your monitor(s) to the HDMI port(s)
3. Click the power button to turn on eisy
4. When you see the login prompt, login with your credentials (default = admin/admin)
5. Type start.win at the prompt, accept the licenses, enter your credentials again and voila!

Installing Development Packages

You can do all your node server development on eisy. It has a full set of tools to allow you to compile C/C++, run Python and Node.js, and pretty much anything you can imagine. To install development packages

• sudo udxops.sh install.dev.pkgs

Enjoy!!!

Troubleshooting

Can't Find eisy

First and foremost, all VPN software block discovery of eisy on your network. As such, if you have a VPN software running, please turn it off.

If you have a modern router, eisy advertises itself as eisy.local on your network. As such, and in most cases, you should be able to find eisy at https://eisy.local:8443/desc. What you need to do is:

1. In IoX Launcher, click on the Add button
2. Enter https://eisy.local:8443/desc into the dialog
3. Click on the OK button

If you are still having a hard time finding your eisy, it's best to check your router's DHCP client list and look for a device that has the same MAC address as the one the label at the bottom of your eisy. eisy's MAC address starts with 00:21:b9.

Once you find the IP address for eisy, in this example, 192.168.1.122, then

1. In IoX Launcher, click on the Add button
2. Enter https://192.168.1.122:8443/desc into the dialog. Note 192.168.1.122 is an example. You should use the IP address for your eisy.
3. Click on the OK button

Can't connect to ZMatter Z-Wave board / dongle

Sometimes the USB ports need to be reset within Eisy / Polisy. The simplest way to do that is to restart Eisy / Polisy (not just IoX). This will likely solve the connection problem.

If that doesn't solve it then the problem may be due to Z-Wave network traffic. Some Z-Wave networks with a high amount of constant network traffic can prevent IoX from detecting the port being used by the ZMatter Z-Wave+ board / dongle.

The port it is using will likely be either cuaU0 or cuaU1

You can override port detection by doing the following:

1. Do this from a browser (if you use Help | About in Admin Console it will show your IP address e.g. something like 192.168.0.51)

   http://<your_polisy>:8080/rest/zmatter/zwave/port/name/override/set/cuaU1

2. You should get this back (its important you see the 200)

   <RestResponse succeeded="true"><status>200</status></RestResponse>

3. Restart IoX and it should connect to your ZMatter Z-Wave board / dongle
4. If it does not connect, repeat the process but use a different port.

Upgrade Process - As of July 2022

Please see this important update (July 2022)

Unless explicitly requested by Universal Devices, the SSH method of updating the eisy should be avoided. Due to recent updates to the underlying operating system, unexpected consequences are being experienced when users force a full package upgrade and update using SSH.

You can simply click on the power button once and eisy will automatically try to upgrade itself. You don't have to reboot.

Or, if you wish to use the Admin Console: e IoX Launcher to open the ISY Finder window.

Once logged in navigate to:

• Configuration tab
• System

Then click: “Upgrade Packages”

This updating/upgrading process through Admin Console has been developed to handle downloading the proper packages from Universal Devices servers to update UD specific libraries and dependencies needed to keep the eisy operating efficiently and as designed.