Lutron Sivoia QS Roller 64 Installation Guide: WIDR, 4″ Fascia Mount Chassis (Regular Roll) (045929, rev B)

Installation walk-through for 045929

Lutron document 045929 gives twelve steps, in the document's order, after the tools and fixings it lists.

The clearance, the check and the warning under a step are the document's own.

1. Prepare to install

   Read the important notes and check the Lutron items: regular-roll shade, shade brackets, mounting screws, shims, cable tie and anchor. Add the fascia, the optional top back cover and the fascia endcaps.

   Gather the screwdriver, hex-head driver, tape measure, level and drill. Confirm the brackets will land on blocking or other structure.

   Check: Structure behind every bracket position can carry 250 lbs (113.4 kg) per bracket

   Warning: Risk of falling objects: follow every mounting instruction

2. Plan the cable entry

   Bring the cable out of the wall, header or jamb on the drive side and leave 12 to 18 in (30 to 45 cm) exposed. Keep a wall entry as high as possible and a header entry near the wall, clear of the fabric roll.

   If a top back cover is used, pre-drill it for the cable. A jamb entry needs no drilling: the bracket has a cutout at its upper rear and serves as the template.

   Clearance: Cable hole: at least 1.5 in (38 mm) in from the top back cover's end

   Check: Hole large enough to adjust the cover without pinching the cable

3. Mount the top back cover (optional)

   Skip to step 5 if no top back cover is used.

   Check the surface is level for a header mount or plumb for a wall mount. Shim between the surface and the cover where needed.

   Fix the cover with two screws at each end and at least one pair for every 24 in (610 mm) of width. The grooves in the cover are the screw guides.

   Clearance: Screws at least 1.5 in (38 mm) from each cover end. Pairs at most 24 in (610 mm) apart

   Check: Cover straight, not twisted or tilted

   Warning: A twisted or tilted cover can cause fabric rub, telescoping or rough, noisy running. Never shim between the cover and the brackets.

4. Fix the brackets in the top back cover

   Mark the bracket positions in the cover, centered over the window opening, at the bracket-to-bracket distance.

   Set the left bracket at its mark and drive four mounting screws through the cover into the surface. Fix the second bracket the same way, aligning the outside of each bracket with the edge of the cover.

   Clearance: Bracket-to-bracket = tube width + 1.5 in (38 mm)

   Check: Both brackets at the marks and centered on the opening

5. Mark the bracket locations (no top back cover)

   Skip to step 7 if the brackets went into a top back cover.

   Mark both brackets level and centered over the window, where the screws reach a structural member. Take the positions from the bracket-to-bracket distance, never from the shade, whose idler spring compresses as it goes in.

   Leave room so the fabric cannot rub on trim, the window or a top treatment. A wall mount may need spacer blocks.

   Clearance: Idler spring compressed to about 50% of travel at the correct distance

   Check: Marks level, centered and over structure

   Warning: Do not use the unmounted shade to set the bracket positions

6. Mount the shade brackets

   Fix each bracket at its marks with four mounting screws. Check that both brackets are plumb, level and aligned.

   Add the supplied shims behind wall or header brackets where needed.

   Check: Brackets plumb, level and aligned for smooth, quiet running

7. Orient the buttons and route the drive cables

   Turn the shade so the control buttons on the drive end face the front, reachable from the room side.

   The square mounting yoke has a notch on each of its four sides. Run the drive cable up or down through the upper or lower notches for clearance.

   Check: Buttons facing the room

8. Hang the shade

   Fit the idler-end yoke over the bracket tabs and behind the head of the retaining screw.

   Press the shade toward the idler bracket to compress the spring-loaded idler. Then fit the drive-end yoke over its tabs and behind its retaining screw head.

   Check: Drive cables sit in the yoke notch and are not pinched

   Warning: Shades wider than 48 in (1219 mm) need two people, one at each end, and may need two ladders or lifts

9. Check and secure the shade

   Measure the exposed part of the idler shoulder: Lutron sizes the shade so it reads about 3/8 in (9.5 mm) at the ordered bracket-to-bracket distance. If it reads more or less, move the brackets.

   Confirm the shade is level and centered, then tighten the retaining screw at each end firmly with a hand screwdriver.

   Clearance: Exposed idler shoulder about 3/8 in (9.5 mm)

   Check: Shade level and centered on the opening

   Warning: Use a hand screwdriver only on the retaining screws

10. Wire the shade and set limits

    Wire the shade and set the limits with Lutron document 045520, Sivoia QS Basic Wiring and Setup, shipped with it. Set the upper limit so the bottom bar stays below the fascia and top back cover at full raise.

    Run the shade up and down several times and correct anything that gets in its way.

    Check: Bottom bar hangs below the fascia when fully raised

    Warning: An upper limit set too high draws the bottom bar into the top treatment

11. Fit the endcaps to the fascia

    Press the pegs of one endcap into the open channels at one end of the fascia. Fit the second endcap at the other end.

    Check: Both endcaps seated

12. Hang the fascia

    Hook the top lip of the fascia onto the upper hooks of the shade brackets. Lower the fascia's bottom edge past the shade and hook its bottom lip onto the lower tab of each bracket.

    Check: Fascia engaged at every attachment point on both brackets

    Warning: Fascia wider than 48 in (1219 mm) needs two people, and possibly two ladders or lifts