IBM Aptiva S9H 250-0463 Setup Instructions

Aptiva C66
(250-0458) Setup Instructions Faxback Doc. # 34387

Congratulations on your purchase of the IBM Aptiva Personal Computer
featuring IBM Home Director, the PC based home automation system!

Make your lights and appliances go to work for you....
IBM Home Director brings added security, convenience and energy savings to
your home by managing your lights and appliances with personalized routine
defined by you. Home Director's easy-to-use software and hardware can
automate almost any light or appliance in your home. And it's easy to
install. Within minutes, IBM Home Director can make your lights and
appliances go to work for you!

Here are just some of the things you can do with the Home Director...
Make your house look "lived-in" by having certain lights or appliances
"learn" your normal living pattern.
Program your lights to come on at dusk (not at a pre-set time) -- so you
don't have to come home to a dark house.
Control individual (or groups) of lights or appliances with remote
control.
Create personalized "routines" for certain times of the day, like when
you wake-up or go to bed.

Use this manual to become familiar with Home Director....
This manual will briefly explain how Home Director works and how to set it
up. Next, it will teach you how to control a simple lamp from your PC.
Finally, once you've mastered the basics, the manual will show you
different automation routines you can set-up using your Home Director
software.

A. GETTING STARTED

Because we know that you are eager to get started, we've kept this
introduction as short as possible, but it contains very valuable
information, so you should read through it very carefully.

The first thing you need to understand is that there are two different
devices you need to control your house; Controllers and Modules. Any light
or appliance that you want to control is plugged into a module and that
module is then plugged into a standard power outlet. Modules receive
commands from controllers.

Controllers are also plugged into standard wall outlets and send commands
to the modules over your existing electrical wiring in your house without
effecting your electricity in any way. With your Home Director Serial
Interface and software, your PC becomes a very intelligent controller for
all of your home automation tasks. Here is how it works:

The Home Director Serial Interface connects to your computers serial port
and then plugs into a wall outlet. The Home Director software tells the
Serial Interface what to do. The Serial Interface then sends digital
signals over your existing house wiring to a Module which receives the
signals and executes the command sent by the controller, in this case your
PC.

Each module has a specific address made up of a House Code (red dial on the
face of the module) and a Unit Code (black dial on the face of the module).
The controller first sends an address and then a command on the power
lines. Only the module with a matching address will execute the command.
If more than one module has the same address, both modules will execute the
command. Addresses are set on the Module by turning (use a small
screwdriver or a coin) the two dials on the front of the Module to the
desired letter and number. The House Code is selected from the letters A
through P, and the Unit Code is selected from the numbers 1 through 16.

The Home Director software lets you:

1. Create a graphical representation of your modules on your computer
screen and then allows you to control your lights and appliances from
your computer.

2. Create schedules of timed events that automatically run your home 24
hours a day, 7 days a week.

3. Define "Routines" that control groups of Modules. For example, a "Coming
Home" Routine might turn on the porch light, the living room light, and
the stereo. A "Goodnight" Routine might turn off all internal lights,
turn off the stereo, but leave the outside security lights on.

4. Define schedules that make your home look lived-in when you're away, by
turning lights and appliances on and off at the times you set.

5. Create printed reports showing different aspects of your home automation
system such as what Modules are installed in your home, and what timed
events have been set.

B. UNPACKING YOUR STARTER KIT

Your Home Director starter kit comes with everything you need to begin
experimenting with home automation. Your starter kit will have the
following items:

Item
1. Software CD Contains Home Director programs
2. Serial Interface Sends commands to your lights/appliances
3. Lamp Module Receives commands from Serial Interface; controls
lamps
4. Appliance Module Receives commands from Serial Interface; controls
appliances
5. Cable Connects your PC to the Serial Interface

C. SOFTWARE INSTALLATION INSTRUCTIONS

Please read through these installation steps completely BEFORE you start to
install your Home Director software.

1. Make sure your PC is turned on, and you are at the Windows 95 desktop.
2. Insert your Home Director CD into your CD-ROM drive.
3. Click on the Start button on your Windows 95 desktop.
4. Move your mouse pointer to the Programs menu and then to the AptivaWare
menu.
5. Click the "Aptiva Installer" option.
6. Click on the "Install New Program" tab
7. Follow the Aptiva Installer instructions to install your Home Director
software.

Congratulations! Your software has been successfully installed. The next
step is to setup your hardware. There is a pictorial diagram in the Home
Director software that shows the steps you need to take to setup your Home
Director Serial Interface. If you double click on the Home Director icon
you will start the Home Director software. The setup pictorial will
automatically be displayed the first time you run the software. Refer to
the pictorial as you familiarize yourself with the following hardware
installation instructions.

When you are ready to install your Serial Interface, click anywhere on the
installation picture and then select File on the menu bar and then Exit to
exit the Home Director software. Follow the hardware installation
instructions below to install the computer portion of your Home Director
hardware.

D. HARDWARE INSTALLATION INSTRUCTIONS

Please read through these installation steps completely BEFORE you start to
install your Home Director hardware.

1. Before starting, make sure your system is powered off

2. Take the cable that came in your Home Director Starter Kit and plug the
large brown end into serial port A on the back of your Aptiva system.
Serial port A has a brown label and is located next to the mouse connector.

3. Locate the Serial Interface that came in your Home Director Starter
Kit.

4. Plug the small end of the Home Director cable into the connector on the
bottom of the Serial Interface. The cable connector just snaps into
the Serial Interface.

5. Plug the Serial Interface into an AC electrical outlet that can not be
turned on/off. This could either be a wall outlet or a power strip
(without a surge protector). Extension cords are not recommended.

6. Plug the power cord of your computer into the outlet on the face of the
Serial Interface instead of a normal wall outlet (or power strip).

7. Now power on your Aptiva and double click on the Home Director icon.
This will start the Home Director software. Select Tools from the menu
bar and then View Connections. You will then see a series of pictures
on your computer screen that shows you how to install the Serial
Interface (see Hardware Installation Instructions above). Look these
over, when you are sure that you have installed it correctly, click
anywhere on the picture and it will disappear.

Your computer portion of the hardware is now set-up to control the lights
and appliances in your home! To complete the hardware setup, you need to
install modules for the devices that you wish to control.

The first time you run Home Director it will load a file called
MYHOUSE.HOM. MYHOUSE will show a graphical representation of the lamp
module and appliance module included in your Home Director Starter Kit as
well as a sample Routine (more on Routines later). The lamp module has
been named "My Lamp Module" and the appliance module is named "My
Appliance".

"My Lamp Module" is already set to address A1 (House Code A, Unit Code 1
located on the bottom center of the "on screen" module). This should
correspond to the setting of the physical lamp module included in your
starter kit.

The "My Appliance" on screen module is set to House Code A and Unit Code 2
to correspond to the setting of the physical appliance module in your
starter kit.

Make sure the Address Dials on the face of the modules in your starter kit
are set correctly. The red dial should be set to A on both modules. The
black dial on the lamp module should be set to 1 and the black dial on the
appliance module should be set to a 2. If they are not set correctly, you
can reset the dials yourself with a small screw-driver or coin (anything
small enough to fit the slot in the dials).

When you are ready to install your Lamp and Appliance modules, using your
RIGHT mouse button, click on your "My Lamp Module". This will bring up a
sub-menu with two entries; What's This ? and Installation. Click (left
mouse button) on Installation. A four step picture will be shown which
describes how to install a module. Refer to this picture as you
familiarize yourself with the following module installation instructions.

To control a lamp using the Home Director program, follow these steps:

Please read through these installation steps completely BEFORE you start to
install your lamp module.

1. Select a nearby lamp, one that uses a standard light bulb, and make
sure its on/off switch is switched on.

2. Carefully unplug the lamp from the wall outlet and plug it into the
Home Director Lamp Module.

3. Plug the Home Director Lamp Module into a nearby AC outlet. If this
outlet is controlled by a wall switch, make sure the wall switch is
turned on.

4. If you have not already done so, start your Home Director software by
double clicking on the Home Director icon.

5. Using your mouse, click the switch of "My Lamp Module" as shown on your
computer screen. There may be a delay of one or two seconds from the
time you click the "on screen" module switch and when the light
actually turns on. You can also dim the lamp by moving the slide
switch up and down.

Controlling an appliance is just as easy!

Please read through these installation steps completely BEFORE you start to
install your appliance module.

1. Select a small appliance, such as an AC powered radio, and make sure
its on/off switch is switched on.

2. Carefully unplug the appliance from the wall outlet and plug it into
your Home Director Appliance Module.

3. Plug the Home Director Appliance Module into a nearby AC outlet. If
this outlet is controlled by a wall switch, make sure the wall switch
is turned on.

4. If your Home Director software is not running, start it by double
clicking on the Home Director icon.

5. Using your mouse, click the switch of "My Appliance" as shown on your
computer screen. There may be a delay of one or two seconds from the
time you click the "on screen" module switch and when the appliance
actually turns on.

You can schedule each of your modules to turn on or off any time by
clicking on the large black areas of your "on screen" modules. If you have
trouble scheduling modules, check the on-line helps for details on how to
schedule events (turning modules on or off).

You can also define your own automated routines for the lights and
appliances in your home! Below are some suggested "routines" that you can
create with the lamp module and appliance module included in your starter
kit.

E. SAMPLE ROUTINES FOR YOU TO TRY

Included with your Home Director software are two demo routines. These
routines, "Demo Routine 1" and "Demo Routine 2", show up as "on screen"
modules also. Click on the Routine Assistant tool bar button (right most
button on the tool bar). This will bring you to the Routine Assistant
screen. Listed on the right side of the screen are all of the modules that
have already been defined in the Home Director software. On the left side
of the screen are the "routines" that have been defined. Routines are
required to have a House Code/Unit Code address (like modules) along with
an On/Off condition to activate the sequence of events called out in the
routine.

"Demo Routine 1", with a House Code/Unit Code address of A3-On, on the left
side of the screen, has five modules "linked" together. If you look
closely, you will see that there are really only two different modules, "My
Lamp Module" and "My Appliance" module. Each of the five modules are doing
something slightly different. The top module turns on My Lamp Module at
50% brightness whenever the Serial Interface detects an A3-On address (the
address of the Demo Routine) being sent over your house wiring. The next
module turns on your "My Appliance" module at the same time as "My Lamp
Module" turns on at 50% brightness.

The middle module, turns on your "My Lamp Module" to full brilliance
(100%), but this happens five minutes AFTER the address of the Demo Routine
is detected by the Serial Interface. Notice the clock face on the linked
modules. The middle module clock face is showing clock hands. This is an
indication that a time delay has been set. To look at a delay time or to
set a time delay, double click on the clock.

The next linked module is your "My Appliance" module and it is set to turn
off ten minutes after address A3-On is detected. The last module is your
"My Lamp Module" again, this time it is turning off fifteen minutes after
A3-On is detected. In summary, what routine A3-On does is:

Turn on "My Lamp Module" immediately at 50% brightness
Turn on "My Appliance" module immediately
Turn on the same "My Lamp Module" at 100% brightness delayed by 5 minutes
Turn off the same "My Appliance" module delayed by 10 minutes
Turn off the same "My Lamp Module" delayed by 15 minutes

You can try running this routine by selecting Routine from the menu bar and
then Initialize Routine. Then, click the Initiate button on the Routine
module named Demo Routine 1. This routine will take 15 minutes to complete
because of the delay times we used.

NOTE: It is very important that you have Wake Up on Ring enabled as well as
Rapid Resume to take full advantage of Home Director's capabilities. Refer
to the "Configuring your Aptiva Power Switch" section and the "Using Wake
Up on Ring" section later in this document for more details.

A second demo routine, with a House Code/Unit Code address of A3-Off, shown
on the left side of the Routine Assistant screen, has two modules "linked"
together. Routine A3-Off is shown to demonstrate that you can have both an
On and an Off routine, which can be totally unrelated, for each House
Code/Unit code address . Because a routine initiates a sequence of events
(which could be turning devices on or off), we can have the turn ON command
for a given address to initiate a routine and the turn OFF command for that
same address to initiate a completely different routine.

Let's see if we can put what we learned from the demo routine to actual use
in your home........

Let's define a Wake-Up in the morning Routine. What do you want to do when
you wake up in the morning? Let's assume you want to turn on the lamp next
to your bed, but not too bright at first. You also want to turn on the
coffee pot in the kitchen so you have fresh coffee for breakfast. Five
minutes after you wake up you want to turn the lamp brightness all the way
up so you can find your way to the bathroom. When you get out of the
bathroom you can turn off the lamp and head to the kitchen for that cup of
coffee. Don't forget, you need to turn off the coffee pot before you leave
for work.

OK, how do we set all this up? First take the physical lamp module
(address A1) that we used previously, to your bedroom and connect your
bedside lamp to it. Be sure to turn the lamp on. Take the appliance
module (address A2) to your kitchen and connect your coffee pot (remember
to turn it on) to it.

Now let's rename the on screen "My Lamp Module" by clicking on the name
field, press backspace, then type Bedside Lamp and push enter. Also change
the name of your "My Appliance" module to Coffee Pot.

Next, go to the Routine Assistant screen (click the right most button on
the tool bar) and click Routine on the menu bar. A pull down menu will
appear, click on Standard Routine. A new routine will be created for you
named "Routine 1" with an address of A4-On. The Home Director software
always defaults to the next available House Code/Unit Code address when
creating a new module or routine. The software will also provide the next
on/off switch state for that address. To change the on/off state, click on
the on/off field.

To define your routine:

1. Change the nam of the routine to WAKE UP.

2. Move your cursor over to the right side of the screen, with the left
mouse button click on the "Bedside Lamp" module and drag it to the left
side of the screen and drop it on top of the WAKE UP routine. A copy of
the "Bedside Lamp" will automatically link to the Wake UP routine.

3. Go to the Bedside Lamp module that you just linked, on the left side of
the screen, and adjust the brightness to 50% by clicking the down arrow
next to the indicators.

4. Drag and drop a copy of "Coffee Pot" over to the WAKE UP routine.
Coffee Pot will now be linked to your WAKE UP routine. "Coffee Pot" is
already turned on for you, so we do not need to do anything else with
this one.

5. Drag and drop the Bedside Lamp module to the left side of the screen
again, notice that this time the Time Delay Screen will is automatically
shown, click and drag the pointer to 5 minutes, click on OK.

6. We want the second copy of the Bedside Lamp module to turn it on all the
way, which is the way it is set for us when we link it to the routine.

7. Drag and drop another copy of the Bedside Lamp to the left side of the
screen, this time set the time delay to around 30 minutes and Dim the
lamp to Zero.

8. Finish by dragging over the Coffee Pot to the left side of the screen
again, this time set the time delay to one hour and turn it off.

Select Routine on the menu bar, then click on Initialize Routines. The
routine you just created will then be initialized and you will be returned
to the Home Director main screen. Notice that you now have a new "on
screen" module named WAKE UP.

Next, you need to schedule your routine to execute at a specific time by
clicking in the "Control Time" window (big black rectangle) of the routine
module, which takes you to the Timer Settings screen where you can program
the execution times for your routine.

The top bar on the Timer Settings screen is where you set the execution
time. Drag the green cursor, on the top, to set the desired time, or type
the time into the box in the top right hand corner (in this format, 12:00AM
or 08:30PM). Note, you can't set OFF times for Routines, because you are
setting the time that the Routine will execute not what it is supposed to
do.

Next, click on the day or days that you want the Routine to execute. You
can select Today, Tomorrow, Weekdays, Weekends, Every day. Or just click on
the particular day or days you want. You can set the routine to happen at
Dusk and Dawn instead of at a specific time.

You can also select Specific Dates. Doing so will increase the size of the
window to show you a range of dates. Select the range of dates that you
want these timed events to occur between. For example, you might only want
them to occur while you are on vacation, say between July 1 and July 15.
Just drag the left (green) cursor under the months to the date you want the
events to start (July 1). Then drag the right (red) cursor to the date
when you want the timed events to finish (July 15). Or you can type 7/1
into the box at the right and to the top of the months, and type 7/15 into
the box to the right and below the months.

If your Aptiva is powered off when the execution time is reached, your
Aptiva will power on and execute your routine. In our example, your
bedside lamp will come on at 50% brightness, the coffee pot will turn on
and five minutes later the lamp will turn on to full brightness. Thirty
minutes after your routine executed, the lamp will power off and one hour
later the coffee pot will be turned off.

Congratulations, you just automated your house!

By using Home Director you will never have to come home to a dark house
again. You can do this by scheduling your lamp to turn on at a specific
time. Save on your utility bills by scheduling the lamp to come on at Dusk
rather than a specific time each day. On the schedule screen, select ON at
DUSK and your light will come on at dusk every day.

To get this feature to work correctly for your house, you must identify
your location and time zone on the Geographic Location screen. Select
Tools from the Menu bar, then Preferences and then Geographic Location.
Select the nearest city to your house from the list. Then select your time
zone and click on Daylight Savings Time if you are currently on Daylight
Savings time. Now your lamp will turn on at a different time each day as
Home Director tracks the actual "dusk" time for your location.

Another example of a handy routine could be a Going to bed routine.
Connect your bedside lamp to your lamp module and your electric blanket to
the appliance module. Schedule your routine to execute just before bedtime
each day. More than one schedule can be defined for your routine. For
example, Monday through Friday you go to bed at 10:00 PM, so you would
schedule your routine to execute at 10:00 PM on WEEKDAYS. On weekends you
normally go to bed at 11:00pm, so select NEXT on the Timer Settings screen
and set 11:00 PM and WEEKEND on the second schedule. Now your bedroom
light will be turned on and your bed will be nice and warm when you get
there. Your routine can then turn down the light after a few minutes and
off even later along with the electric blanket.

These are just a few of the many possibilities with Home Director.

F. Safety Considerations

Remember to exercise good common sense when using IBM Home Director --
especially when scheduling unattended devices. There can be some
unexpected consequences if not used with care. For example, an empty
coffee pot can be remotely turned on. If that should happen, your coffee
pot could be damaged from overheating. If an electric heater is turned on
by remote control while clothing is draped over it, a fire could result.
USE EXTREME CAUTION when using the system for the control of high power
heating appliances such as portable heaters.

G. OTHER INFORMATION

One of the first things you should do before automating your house, is to
read through the on-line help section "Concepts and Terms". You can find
this section by clicking on "Help" in the main menu bar of Home Director
and then "Contents" from the pull down menu that appears. From the table
of contents you can then select "Concepts and Terms".

Be sure to read all of the information in this section before continuing.
This will help you take full advantage of the many capabilities of IBM's
Home Director

H. SAMPLE FILE

After reading through "Concepts and Terms", spend some time looking at the
Home Director sample file. To open the sample file, click on FILE on the
main menu bar and then select OPEN. Click on SAMPLE.HOM, then click OK.

The Home Director sample file will give you an opportunity to study a
typical file and explore the various Home Director functions before
modifying your MYHOUSE file. There are various rooms labeled at the bottom,
click on each room to see what's installed in each one. You will see
graphical representations of lamps and appliances (dimmers and switches).
Look at the various Routines, they can give you more ideas for your own
routines.

I. ORGANIZING THE HOME DIRECTOR DESKTOP

At the bottom of your Home Director desktop are "tabs" representing the
various rooms in your house. These tabs organize your Home Director
desktop by room. For example, if you have a physical Module located in
your bedroom put the "on screen" module in the bedroom "tab". You can move
the "on screen" module to any of the rooms described at the bottom of the
screen by simply "dragging" it to the appropriate tab. To view a different
room, click on it's tab or use the TAB key on your keyboard (SHIFT+TAB to
go backwards).

The rightmost tab is labeled "Trash Can". To delete a module, not a
routine, simply drag the unwanted module to the trash can or select a
module and then push the delete key on your keyboard. Modules can be
recovered from the trash can anytime before you exit the program.

J. HELP AT YOUR FINGERTIPS

Home Director for Windows includes detailed on-line help for almost every
aspect of its operation. In fact, much of the information contained in
this instruction sheet is included in the Getting Started section of the
on-line help. If you ever have questions about how to do something in Home
Director, you can reference the on-line help via any of the following
steps:

1. Push the "F1" key;
2. Select "Help" from the main menu bar;
3. Click the "Help" button (if one is displayed).

K. CONFIGURING YOUR APTIVA'S POWER SWITCH

Your Aptiva's power switch can be configured to perform the same function
as the Suspend button under the Windows **95 Start Menu. If you are not
familiar with the Suspend function this would be a good time to learn more
about it by checking out the Rapid Resume (Rapid Rezoom) section in your
Aptiva Handbook or by viewing the Rapid Resume tutorial. Configuring your
power switch to perform the Suspend function allows you to:

- Simply switch your Aptiva off with the power switch and have it save the
entire contents of your desktop including any opened applications.

- Ensure the Home Director software that you started will be running the
next time your Aptiva is turned on. Remember, the only way that a
scheduled event (a light or appliance event) can occur is to have the
Home Director software running when your Aptiva is turned on.

To configure your Aptiva's power switch to perform the Suspend (Rapid Resume) function do the following:

1. Start or restart your computer, when the message "Press F1 to go to
the Setup Utility" appears, press "F1".
2. At the Setup Utility Main Menu, select Rapid Resume, then press <ENTER>.
3. At the Rapid Resume menu, select Rapid Resume Advanced Options, then
press "Enter".
4. Scroll down to the On/Off Button Mode option, then use the left or right
arrow key to change the selection to Rapid Resume.
5. Press "Esc" until the "Exit Setup Utility" screen appears, then press
<ENTER>. Your setting is saved.

NOTE: Although Rapid Resume returns you to your Windows desktop and
applications, it does not update individual applications or data files.
Therefore, you should frequently save your application data.

L. USING WAKE UP ON RING

To allow your Aptiva to "wake up" and detect when Home Director events
occur in your home you must enable the Wake Up on Ring function. This can
be done from within the Rapid Resume Manager (refer to the Aptiva Handbook
for more information on Rapid Resume and Wake Up on Ring).

By having Wake Up on Ring enabled any Home Director event that occurs in
your home is detected by your Aptiva when the Home Director Serial
Interface is plugged into an AC outlet. For example, If you use a mini
controller to turn on a lamp or appliance, your Aptiva will be notified of
the event, power on and record what happened. This is assuming that Rapid
Resume and Wake Up on Ring are both enabled and the Home Director software
was left running. If you do not want your Aptiva to power on when a Home
Director event is detected, this function can be disabled by disabling Wake
Up on Ring from the Rapid Resume manager or by disabling Home Director
events from within the Home Director software. To disable Home Director
events, select Tools on the Home Director menu bar and then select Home
Control Wake Up. A sub-menu will be shown, click on Disabled.

M. CONFIGURING THE SERIAL PORT

The default setting of your Aptiva for serial port A is COM 2. The Home
Director software also has a default setting of COM2. If you have changed
the definition of Serial Port A, then you will need to change the port
setting in the Home Director software.

To change the port setting , run the Home Director software program and
select "Tools" in the menu bar, then click on "Test Communications" and
change the port setting. If you do not know what COM port is assign to
Serial Port A, click the "Test" button after selecting one of the COM
choices. The Home Director software will then test the COM port that you
selected, looking for the Home Director Serial Interface. The status line
will indicate when the software has found the installed Serial Interface.
When the correct COM port assignment has been determined, exit the "Test
Communications" menu by clicking "OK".

N. PRODUCT WARRANTY

F.C.C. CAUTION - 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.

This equipment generates and uses radio frequency energy, and if not
installed and used properly, that is, in strict accordance with the
manufacturers instructions, it may cause interference to radio and
television reception. It has been type tested and found to comply with the
limits for remote control security devices in accordance with the
specifications in Sub-Part B of Part 15 of FCC Rules, which are designed to
provide reasonable protection against such interference in a residential
installation. However,there is no guarantee that interference will not
occur in a particular installation. If this equipment does cause
interference to radio or television reception, which can be determined by
unplugging the equipment, try to correct the interference by one or more of
the following measures.

Re-orient the antenna of the radio/TV experiencing the interference.

Relocate the interface with respect to the radio/TV.

Move the interface away from the radio/TV.

Plug the interface into an outlet on a different electrical circuit from
the radio/TV experiencing the interference.

If necessary, consult your local Dealer for additional suggestions.

NOTE: Modifications to this product will void the users authority to
operate this equipment.

**Trademark of Microsoft Corp.

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