Fellowes ESI Kata EX3-FMS Series User manual

installation instructions
Kata™EX3-FMS
Model# KATAEX3-DC-FMS-___
Model# KATAEX3-GM-FMS-___
___ = SLV, BLK or WHT
triple xed+motion+slider monitor arm

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KataEX3-FMS Components and tools
Please review these instructions before beginning the installation. Use the illustrations below to check that all the components needed for your
installation were provided with your order. Do not discard the packaging until the product works to your satisfaction.
Components and tools
Additional tools required
• Phillips screwdriver
Caution
• Hand tighten screws only. Do not use power tools.
clamp or grommet mounting:
dual Allen key (1)
2mm and 4mm
fixed-motion monitor arm assemblies (2)
stubby monitor arm assembly (1)
VESA mount
assemblies (3)
connection
sleeves (2)
VESA plate screws (12) set screws (7)
decorative covers (2 sets of 4)
cable clip (1) cable clip (1)
M4x10 M4x15
set screws (2)
M4x9
clamp mounting only: grommet mounting only:
grommet base
assembly (1)
clamp base
assembly (1)
base
cover (1)
grommet bar (1)
grommet knob (1)
base
cover (1)

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KataEX3-FMS Assembly
0.5" – 2.1" 0.5" – 1.5"
clamp to
worksurface
fit base cover
over base
flush
against
clamp
gap
Follow either step #1a for clamp mounting or step #1b for grommet mounting. All other steps apply to both mounting methods.
Step #1a: attach base assembly to worksurface — clamp mounting
The thickness of the worksurface must be between 0.5" and 2.1". To mount the clamp flush against
the worksurface, the thickness must be no more than 1.5".
• Loosen the clamp suciently to be able to slide it easily onto the worksurface.
• Clamp the assembly to the worksurface in the desired position. Be sure to tighten the clamp securely.
• Place the base cover onto the mounting post and fit the cover over the base.
Step #1b: attach base assembly to worksurface — grommet mounting
Maximum thickness of the worksurface for grommet mounting is 1.7".
• Place the base assembly over the grommet hole with the bolt centered.
• Insert the grommet bar onto the grommet bolt and then screw on the grommet knob. Tighten the grommet knob securely to hold the base assembly in position.
• Place the base cover onto the mounting post and fit the cover over the base.
maximum thickness = 1.7"
center bolt in grommet hole
grommet base assembly
tighten grommet knob to secure
grommet bar
fit base cover
over base

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Step #2: assemble slider mounts
IMPORTANT: When assembling the slider mounts, the groove on the slider bars must be at the bottom.
• Slide the VESA mount assembly onto the slider bar. Center the assembly on the slider bar.
• Install the M4x9 set screw into the bottom of the VESA mount assembly. Use the 2mm Allen key to tighten the set screw to hold the assembly in place. Be sure the
screw tip fits into the groove on the slider bar.
— After the monitor has been installed, the VESA mount can be moved anywhere along the slider bar by loosening the locking screw no more than one full turn, so that
it stays inside the groove. Be sure to re-tighten the screw to secure the monitor in the desired position.
slider bar
VESA mount
assembly
2mm
Allen key
set screw
M4x9
groove
Step #3: install rst connection sleeve onto post
The first connection sleeve holds the two fixed-motion monitor arm assemblies.
• Remove the locking ring from the connection sleeve.
— Rotate the locking ring counterclockwise to unlock it and then lift it o.
• Slide the connection sleeve onto the post with the screw toward the rear.
• With the sleeve at approximately one-third the height of the post, securely tighten the screw using
the 4mm Allen key. connection
sleeve
one-third
height
of post
to unlock,
turn locking ring
counterclockwise
lift o
4mm
Allen key
KataEX3-FMS Assembly

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Step #5: secure xed-motion monitor arm assemblies
• Carefully cut the decorative covers to remove them from the set. Slide the covers into the unused slots on
the connection sleeve.
• Lock the monitor arm assemblies to the connection sleeve with the locking ring. Rotate the locking ring
clockwise to secure it.
Step #4: install xed-motion monitor arm assemblies
• Monitor arm assemblies are installed by fitting the tabs on the end of the arm stems into slots on the connection sleeve, as shown in the top left illustration below.
— Typically, the arm stems are installed on opposite sides of the connection sleeve, at a 180° angle, with two empy slots between them.
— The arm stems may also be installed at a 135° angle (one empty slot between arm stems) or a 90° angle (no empty slots between arm stems). However, with a
three-monitor configuration, the 180° angle is recommended.
• Install the monitor arm assemblies into the slots on the connection sleeve, with the arm stems at the angle you have chosen.
decorative covers
turn locking ring
clockwise to lock
KataEX3-FMS Assembly
90°
arm stem
connection
sleeve
135°
180°
tabs
arm stem
slots

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Step #6: install stubby monitor arm assembly
• Remove the locking ring from the second connection sleeve and install the sleeve about one-third down from the top of the post. Tighten the screw securely.
• Install the monitor arm onto the connection sleeve by sliding its tabs into the center two slots on the sleeve.
• Slide the decorative covers into the four unused slots on the connection sleeve.
• Lock the monitor arm to the connection sleeve with the locking ring. Rotate the locking ring clockwise to secure it.
If necessary, the height of the connection sleeves may be adjusted after the monitors have been installed. CAUTION: Be sure to have an assistant
support the weight of the monitors and monitor arms before loosening the the screw on the connection sleeve.
KataEX3-FMS Assembly
4mm
Allen key
remove
locking ring
stubby monitor
arm assembly
install
decorative
covers
install
locking
ring

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Step #7: attach VESA plates to monitors
• Remove each VESA plate from its VESA mount by (1) pushing forward the tab at the top and (2) lifting upward.
—TIP: Practice re-installing the VESA plate before attaching it to the monitor. This will make step #8 easier.
• Place the monitor face down on a flat surface. Align the VESA plate holes with the holes on the back of the monitor. Attach the VESA plate using the four VESA plate
screws provided.
— There are two sets of four holes on the VESA plates. One set has holes 3.9" (100mm) apart, the other set has holes 3" (75mm) apart. Use the set that matches the
holes on the rear of the monitor.
Step #8: attach monitors to VESA mounts
• Slide the VESA plate (with monitor attached) back onto the VESA mount.
— Make sure the VESA plate clicks securely in place.
• OPTIONAL: Secure the VESA plate to the VESA mount using one of the M4x15 set screws, as shown below. Tilt the monitor upward for access to install the set screw.
attach
monitor
VESA
mount
VESA
plate
2mm Allen key
tilt up
VESA locking screw
M4x15
lift o VESA plate
VESA plate screw
VESA
plate monitor
(face down)
top
3.9"
(100mm)
3"
(75mm)
2
push tab forward
1
KataEX3-FMS Assembly

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Step #9: remove cable management covers
• To remove the cover from the motion arms, slide the cable cover
upward.
• To remove the cover from the fixed arms, arm stems and stubby arm,
slide the cable cover out.
Step #10: install lockout set screws, if desired
Default rotation of the fixed arms and motion arms is 360°. Installation of a lockout set screw limits rotation to 180°.
There is no lockout provision for the stubby monitor arm.
• To lockout rotation of the fixed or motion arms, install an M4x15 set screw in the underside of the arm stem. Tighten the screw, then back it o one turn.
— Installing a set screw in the front hole allows 180° rotation to the right only. A set screw in the rear hole allows 180° rotation to the left only.
— In the example below, to prevent the fixed arms from rotating to the rear (a left rotation with the left arm and a right rotation with the right arm),
install a set screw in the front hole on the left arm stem and the rear hole on the right. The motion arms are allowed their full 360° of rotation.
• The fixed arm or motion arm must be in its allowed range of rotation when installing the lockout set screw.
KataEX3-FMS Assembly
front
rear
set screw
M4x15
2mm
Allen key
front
rear
180°
180°
360°
360°
monitors
not shown
stubby
monitor arm
not shown
slide out
slide out
fixed arm
arm stem
stubby arm
slide up
motion arm

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Step #11: organize cables and cords
• Capture the cables and cords with the cable covers. Slide the cable covers as shown to attach them to the monitor arms.
• Snap the cable clips onto the post and into the recessed groove above the base.
• Route the monitor cables and power cords toward the rear by slipping the cords into the opening on the cable clips.
KataEX3-FMS Assembly
capture
cables
with clips
snap on
cable clips
install covers over cables
slide in
slide in
slide
down

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Step #12: make any necessary adjustments
There are seven possible ways to change the position of the monitors to maximize the eciency and comfort of the working environment. Refer to the
illustration on the following page.
1. Monitor position on slider
— To move the monitor from side-to-side, use the 2mm end of the dual Allen key to loosen the set screw (M4x9) on the bottom of the VESA mount assembly, then slide
the monitor along the slider bar. Do not loosen the set screw more than one full turn — the tip of the set screw must remain inside the groove on the slider bar so
that the mount assembly cannot slide o the ends. Re-tighten the set screw when the monitor is positioned where desired.
2. Monitor tilt
— Use the 4mm end of the dual Allen key to loosen the screw on the side of the VESA mount to change monitor tilt angle. Tighten the screw to hold the angle.
3. Monitor swivel
— Use the 4mm end of the dual Allen key to adjust the underside screw behind the VESA mount for the desired ease of monitor rotation.
4. Head adapter swivel (stubby monitor arm only)
— Use the 4mm end of the dual Allen key to adjust the underside screw at the end of the arm stem for the desired ease of head adapter rotation. In eect, this is the
same as the monitor swivel adjustment.
5. Motion arm weight
— Use the 4mm end of the dual Allen key to adjust the screw at the end of the motion arm for the appropriate monitor weight. When adjusted properly, the monitor
weight is balanced, making it easy to raise or lower the monitor.
6. Motion arm swivel
— Use the 4mm end of the dual Allen key to adjust the screw in the underside of the fixed arm for the desired ease of motion arm rotation.
7. Fixed arm swivel
— Use the 4mm end of the dual Allen key to adjust the underside screw at the end of the arm stem for the desired ease of fixed arm rotation.
KataEX3-FMS Assembly

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KataEX3-FMS Assembly
behind
slider
1
2
3
monitors
not shown
head
adapter
4
5
6
7

LIMITED WARRANTY
ESI warrants this product to be free from defects in manufacturing for a period of 15 years from the date of original purchase. This warranty extends only to the original purchaser, and does not apply
if the product has been damaged or fails to function properly as a result of misuse, abuse, modification, alteration, or improper cleaning or maintenance. This warranty does not apply to damage
in shipment caused by carriers, damage caused during installation, normal wear and tear, or excessive use (meaning consistent use in excess of an eight hour shift). ANY IMPLIED WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE ARE LIMITED IN DURATION TO ONE YEAR FROM THE DATE OF ORIGINAL RETAIL PURCHASE. ESI’s sole obligation under this warranty
or any implied warranty, and the purchaser’s sole remedy, is limited to the repair or replacement, at ESI’s option, of the product or any defective part. Costs (such as installation, labor fees or express
shipping) incurred due to replacement of products are not covered under warranty. IN NO EVENT SHALL FELLOWES, ITS AFFILIATES, SUBSIDIARIES, RELATED ENTITIES OR THEIR RESPECTIVE OFFICERS,
DIRECTORS, OR EMPLOYEES, BE LIABLE FOR INCIDENTAL, CONSEQUENTIAL, PUNITIVE, EXEMPLARY, OR SPECIAL DAMAGES.
To make a warranty claim, contact ESI at 800-833-3746 or [email protected]. You must provide proof of purchase, such as the original purchase order number.
The duration, terms and conditions of this warranty are valid worldwide, except where dierent limitations, restrictions or conditions may be required by local law.
KEXFMS2 Rev B 8/2019© 2019 Fellowes, Inc.
Kata™EX3-FMS
triple xed+motion+slider monitor arm
Please contact Customer Service with any questions or
comments at 800.833.3746 or visit our website at esiergo.com