So I have come to the conclusion (original advice given) I am not going to worry about the fan at this point having any HE or GH control.
So in my office, I currently have a ceiling light dome and it has two switches (one on each wall). I am replacing the light only and putting a ceiling fan in it's place. Currently the light has a Lutron Caseta P-PKG1W-WH (comes with pico).
The new fan comes with a remote and at this time I have no need to have the fan connect to HE BUT I would like the fan "LIGHT" to be connected to HE.
So here is what I am thinking - is this a correct plan?
I want the fan to be wired so it will continually have power going to it so I can adjust the fan speeds on/off wit the remote. But would like to have the light on the fan be controlled by the Lutron Caseta.
Install the Lutron Caseta and wire it to the ceiling fan light and hot wire the fan. Then I can control the light via HE.
Since there are two switches in the room I will put the main switch in one and the pico remote in the other.
By the time I am done - anyone wanting to put Caseta on HE they will have plenty to read.
It really depends on where the mains power is coming from as to whether or not the above plan will be successful. As you are aware, ceiling fans usually have two power connections, one for the fan and another for the light.
All of my fans get those two power feeds from the wall switch box. So, I can replace one wall switch with a smart light switch/dimmer, and the other wall switch with a smart fan switch/controller. This works because I have the Line, Neutral, and both Loads (light and fan) all in my wall switch box.
In your scenario, it sounds like your house was wired for just a single overhead light fixture. If the mains power goes from your breaker panel, to your wall switch, and then to the ceiling fixture, you will not be able to supply continuous power to the fan circuit and switched power to the light fixture (unless you add additional wiring or have a spare wire already.) HOWEVER, if the mains power goes from your breaker panel, to your overhead ceiling light fixture, and then to the wall switch - your plan will work great!
In any event, please make sure the ceiling electrical fixture is rated to handle the weight of a ceiling fan. Sometimes those shallow boxes are not installed to handle the added weight and will need to be replaced/reinforced in some way to be safe and meet electrical safety codes.
Not sure where the power is coming in at. The box that is currently hosting my Lutron Caseta dimmer switch has 3 sets of writes coming into it (the other switch is the end of the line). I can do basic electric work and don't have huge knowledge past that.
I will have to open up the ceiling fixture to see whats going on up there .. hopefully i was prewired for a fan - if not ... hmm.. I don't want to get into a fishing nightmare going through ceiling and back down.
Probably a good idea, especially if electrical work is not something your an expert at. Safety is always the number 1 priority!
I do have a scenario similar to yours. I chose to implement the Hampton Bay Zigbee Fan/Light controller (HBFC). Hubitat has built-in support for this device. My fan is a simpler/older 'pull chain' design. Here's what I did...
Added a Lowes IRIS outlet as a Zigbee Repeater to the same room as the fan (don't skip this step, as a repeater is really a necessity with this fan controller!)
Installed the HBFC in my fan's canopy. It needs 120VAC power as an input, and has an output for the fan and another for the light.
After pairing the HBFC with Hubitat, and making sure I could control both the fan and light, I removed the light switch and tied LINE and LOAD together with a wire nut. (i.e. always ON power to the HBFC.)
In the place of the old light switch, I added a Lutron Pico remote (5 button model). I programmed this remote to allow me to control both the Light and Fan via Hubitat. I can control the dimmer and fan speeds from this one Pico as well.
So far, it has worked very well. I can still use the remote control that comes with the Hampton Bay Zigbee Fan Controller. The one thing that is hard to know exactly is what speed the fan is set to. I use the round middle button on the Pico to cycle through the fan speeds (similar to pulling the motor speed chain.) So, I added some Rule Machine logic that sends a text to speech command to my Google Home Mini via the Google Home Assistant integration. This way, any time the fan turns on, off, or changes speed, we get an audible feedback.
The really amazing part, is that the Lutron Pico and HBFC were able to be used during the recent Hurricane Florence power and internet outage we experienced. My generator was able to power the the house's 110VAC loads, and that ceiling fan came in very handy without air conditioning for 5 days!
Hope this at least gives you some additional ideas. I think you may be able to buy a new ceiling fan that comes with the Hampton Bay Zigbee Controller already integrated. That may be a good option for you if you don't already have the fan. It would definitely allow for more flexibility.
Here's the Hampton Bay Zigbee Fan Controller add-on module
@ogiewon - thank you for the detailed answer - let me summarize back to you to make sure I am following.
You basically kept power to you fan/light at all times.
installed the HBFC to control your fan/light
installed a pico remote that controls your fan/light
I guess I could get 2 pico remotes since I have two switch boxes and the necessary holder/wall plates for both.
Sadly the fan I bought already has a remote control .. but I am sure it's an RF and will just not use it. I've seen other posts about this - will this be a problem if it's already a remote controlled fan ? I don't care if I don't use "their" remote control stuff.
You know whenever I get into something new - I always somehow find the most difficult situations first instead of "just replace that" with this and you're good to go.
The canopy can hold one Remote controller module. If your new fan has a similar size/shape module, you can remove it and replace it with the HBFC. The modules are reasonably standard with two wires (black, white) that are wired into the ceiling, and two wires (blue and ??yellow??) that stay inside the canopy, one to the fan and one to the light.
Correct on all three above. One item to point out, just in case, is that Hubitat's Lutron integration requires a minimum of a Caseta SmartBridge Pro hub.
I am not sure if that will be an issue or not. There is a thread dedicated to the Hampton Bay/King of Fans Zigbee controller. Posting there may provide more exposure to users who are using this device. Be aware that the custom driver code in the following thread is no longer needed, as the Hubitat team added native support in the HE firmware a while back.
To add another option, we also went with the Hampton Bay controller, but instead of wiring line and load together, we left them switched. I bought a double switch plate and installed the Pico remote inside one hole of the switch plate with this:
It looks like the Pico is inside the switch box but it is not.
You need to cut the power several times to the Hampton Bay controller in order to join it to the hub, and that was much more easily done with the wall switch. But you will have to get in the habit of leaving the wall switch on and just controlling the fan with the Pico.
You probably need to research your current fan and compare against fans mentioned in this forum as well as the SmartThings forum, as some fans with the controller built-in won't work with the Hampton Bay controller. All our fans are switched at the wall and controlled with the pulls, so were great candidates for the controller.
I added some fans and didn't even bother running a wire down the wall for switches. I purchased a bag of these small switches and with some solder and shrink tubing, added them in under the canopy. The few times per lifetime you have to individually power cycle the fans and the nuisance of opening the canopy, is balanced by never having to worry about someone hitting the wall switch by accident. (I could have mounted the switch, exposed, but at the time I assumed I'd almost never use the switch.. so far, I've been correct. They got used that first day, never since.
Months later I thought.. "you know those pull chains are for a switch inside the canopy... 2 mins of rewiring and I wouldn't have needed those extra switches AND would have had a pull chain!" -- maybe next house
Don’t forget to add a Zigbee repeater to the same room as the HBFC. Best to start off with a solid mesh network versus trying to fix it afterwards. My HBFC has never lost its connection. I am sure it is routing through the Lowe’s Iris 3210-L Smart Outlet.
Good point but one point of clarification since I just went through this the other weekend. One of my fans came with a remote which speaks to a canopy module that slides into the bracket. This canopy module is the same size as the Hampton Bay one so I just removed it and replaced it with the HB one. Wiring was the same. So the HB controller can still work with fans that come with remotes.
I pulled up the manual to look at the wiring and yours has a proprietary remote controller built in the fan. Unfortunately the HBFC won’t work for you unless you can figure out the wiring inside your fan motor.
My Harbor Breeze fan had a canopy module that you slide into the top of the bracket above the fan rod. So fans with this type of bracket should work:
So I got my Hunter fan kit in yesterday (actually received 2 :D) but I will take it into my local Home Depot and return it.
Anyway - everything went great flipped the switch on the wall to provide power and did the device discovery and lights flashed and fan came on ... it was all paired up .. then went a step further and got it all hooked up to my remote pico - everything worked like a dream.
Decided to put the canopy on etc and powered things off. Brought the power back on and nothing works ... So deleted the device and powered off the ceiling fan and did the device discovery again and nothing ... did this multiple times.
Note - the ceiling fan is about 8' from the HE.
Any idea what to try? (EDIT: well as I typed it found the device). So I guess I only have the second question.
If power is cut to a device (zigbee) do you loose all pairing and have to repair or completely uninstall the device and re-install it?
Once paired, it should stay paired even if power is lost. Zigbee is a pretty resilient mesh network. Some devices that lack a reset button use a series of power on/off to reset. That is the only time it will forget about the network it is joined to (unless the network tells it to leave the mesh, like deleting the device from Hubitat).