Lutron Electronics Sivoia QS roller 100 User manual

Sivoia®QS
roller 100TM
pocket mount
Installation
Instructions

Tools required:
Tape Measure 1/4 in Hex-Head Driver
Wire Cutter/Stripper Level
Pliers Power Drill
#2 Phillips®Screwdriver
Box contents:
(1) Sivoia QS roller 100 (2) Pocket sub-brackets
Left and right side shade bracket (attached) (1) 4 pin terminal block
(2) 4 in (102 mm) cable ties
(2) Extra retaining screws (#6 x 1/4 in (#6 x 6 mm)
Phillips®head screws
(1) Pocket, (1) flap and (2) end caps (if applicable)
(8) Mounting screws
(#8 x 1.75 in (#8 x 44 mm) Hex headscrews)
(2) 7 in (178 mm) cable ties
Sivoia®QS |roller 100TM pocket mount
Installation instructions
(Actual size)
(Actual size)
Page 1
Sivoia®QS roller 100TM Pocket Mount Installation instructions

Sivoia®QS |roller 100TM pocket mount
Installation instructions (continued)
CAUTION: Risk of bodily injury, follow all installation instructions.
Notes:
•The Sivoia QS roller 100 must be used only with window systems approved by Lutron.
•There must be a clearance of at least 1.3 feet (0.4 meters) between the fully lowered system and any
permanent object.
•Installation shall be executed by a qualified electrician according to national wiring rules.
•Codes: Install in accordance with all local and national electrical codes.
•Environment: Ambient operating temperature: 32 °F to 104 °F (0 °C to 40 °C), 0 to 90% humidity,
non-condensing.Indoor use only.
Page 2
Sivoia®QS roller 100TM Pocket Mount Installation instructions

Confirm System Dimensions
Compare system dimensions on
the package label with the window
dimensions to verify appropriate
window/shade combination.
This information can also be found
on the shade tube by lowering the
fabric down far enough to expose
the tube.
System width must be less than
or equal to pocket width. System Height
System Width
Package Label
System Width
System Height
1.1
Orient pocket for installation as
shown to right. The shade and
sub-brackets mount to the inside
surface of the pocket that is
OPPOSITE the glass. The fabric
drop should be closest to the
glass unless a reverse roll
is specified.
1.2
glass
ceiling
1
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

2Pre-drill pocket for cable run
2.1 Determine where to drill for cable
access into pocket. See options below.
Cable should exit from wall, ceiling or
jamb on EDU side of pocket.
Note:
•Hole diameter should be large enough to
allow adjustment of pocket during
installation without pinching the wire.
•Leave 12 to 18 in (305 to 457 mm) of
cable exposed.
Wall
Drill for cable .5 in (13 mm) from
end of pocket and .5 in (13 mm)
from top of pocket.
Ceiling
Drill for cable .5 in (13 mm)
from end of pocket and .5 in
(13 mm) from back of pocket.
Jamb
Drill for cable 3.75 in (95 mm)
from top of pocket and 2 in
(51 mm) from back of pocket.
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

2Pre-drill pocket for cable run (continued)
2.2 Description
When installing top/backcover, pocket, or
headrail with a motorized window shade,
a grommet must be used to protect the
power wire if it is run through the cover.
This will prevent the wire insulation from
being cut by any sharp edges caused
by drilling the top/backcover, pocket, or
headrail.
Installation of grommet
1.Insert the enclosed grommet into the
hole (be sure it is completely inserted
into the hole).
2.Run the power wire through the
grommet and finish the installation as
per the installation instructions enclosed
with your unit.
NOTICE: When installing top/backcover, pocket, or headrail with a motorized
window shade the following steps must completed.
Figure A
Figure B
Drill top/backcover,
pocket or headrail
(top/backcover
pictured)
Insert grommet
Page 5
Sivoia®QS roller 100TM Pocket Mount Installation instructions

3
3.1 If endcaps are being used, slide
them in the ends of the pockets.
Endcaps should only be used if
the pocket ends will be exposed.
Mount Pocket
3.2 Mount pocket securely using
appropriate fasteners.
CAUTION: Risk of bodily injury
from falling heavy object.
The sub-brackets for each pocket
must be mounted to support a weight
of at least 300 pounds (136 kg). The
fasteners provided with the sub-brack-
ets may not be appropriate for use in
all applications.
Screws must be at least 6 in
(152 mm) inside fabric width to avoid
sub-brackets.
Confirm pocket flap hanging feature
is on side opposite of glass before
tightening screws.
pocket
flap
hanging
feature
ceiling
glass
glass
ceiling
pocket
flap
hanging
feature
Page 6
Sivoia®QS roller 100TM Pocket Mount Installation instructions

Pocket width
System width
Fabric width
Ceiling
Sub-Bracket detail
ceiling
glass
0.75 in.
(19mm)
Finished Position
Fabric
Alignment
Holes
0.75 in.
(19mm)
4Mount sub-brackets
4.1 Use fabric alignment holes to
position the sub-bracket right
to left. The fabric alignment
holes will line up with the out-
side edge of the shade tube.
Note: Fabric edge may not
line up with the edge of tube.
4.2 Once their position has
been established, insert
sub-brackets by hooking
their lower edges behind
notch in pocket surface.
If endcaps are being used,
they must be installed
prior to sub-brackets.
ceiling
Pocket width
Fabric width
System width
0.75 in
(19 mm)
0.75 in
(19 mm)
Fabric
Alignment
Holes
Sub-Bracket detail
ceiling
glass
Finished position
Page 7
Sivoia®QS roller 100TM Pocket Mount Installation instructions

4Mount sub-brackets (continued)
4.3 Mount sub-brackets using appropriate
fasteners.
CAUTION: Risk of bodily injury
from falling heavy object.
The sub-brackets for each shade tube
must be mounted to support a weight
of at least 300 pounds (196kg). The
fasteners provided with the
sub-brackets may not be appropriate
for use in all applications.
If pocket width equals system width,
mount the outside edge of both
sub-brackets flush with pocket edges.
Page 8
Sivoia®QS roller 100TM Pocket Mount Installation instructions

5Wire 4-pin terminal block
5.1 Strip 2 in (50 mm) of the jacket
off the cable run from the wall.
5.2 Wire the 4-pin terminal block (provided) to the cable using a screwdriver.
Make sure to tighten the screws tightly and that no insulation is inside of the
terminal block.
Notes:
•The EDU connector will support wire sizes from 12 AWG (2.5 mm²) to
26 AWG (0.2 mm²). See the instruction sheet for your power supply
to choose an appropriate wire size for your application.
•Strip insulation from wires so that 0.25 in (6 mm) of bare wire is exposed.
MUX (Pin 4)
MUX (Pin 3)
24 V (Pin 2)
Common (Pin 1)
}To EDU
Connector
Page 9
Sivoia®QS roller 100TM Pocket Mount Installation instructions

6
6.1
Mount shade to sub-bracket
Remove retaining screws
from shade brackets.
6.2 Lift shade up into pocket.
Hook the lip of each
shade bracket onto the
top of each sub-bracket.
Note: Partial cutaway
shown in pocket.
6.3 Swing shade down until
bottom of shade brackets
rest against sub-brackets.
Note: Ensure cable is
kept outside the shade
bracket.
6.4 Final position -
Note placement of cable.
NOTICE: Shades wider than 4 ft (1.2 m) require two people to install.
Note: If installing a coupled shade system, install the shade with the EDU first.
Note: Leave protective wrapping on shade during installation.
Page 10
Sivoia®QS roller 100TM Pocket Mount Installation instructions

7
7.1
Center and secure shade
Move the shade left
or right until centered.
CAUTION: Risk of
bodily injury
Shade must be se-
cured during adjustment
procedures. Shade is
not secured to the wall
during the adjustment
procedure. Extreme
movement from side-to-
side may cause shade
to fall. Attention should
be paid to the shade
brackets’ engagement
into the sub-bracket as
side-to-side movement
is not restricted at this
point. Shades wider than
4 ft (914 mm) require two
people to center
the shade.
7.2
Insert and tighten
retaining screws on
BOTH brackets to
secure the shade
into position. Screws
should be tightened
down all the way.
CAUTION: Risk of
bodily injury from falling
heavy object.
Verify shade is secured
with the retaining screws.
After installing retaining
screws, gently push up
and pull down on the
roller shade to ensure a
secure installation.
ceiling
retaining
screw
ceiling
retaining
screw
Page 11
Sivoia®QS roller 100TM Pocket Mount Installation instructions

8
8.1
Adjust shade level
8.2
8.3
ceiling
ceiling
Turn leveling screw to
raise or lower idler side
of shade until level.
Adjust shade projection from
window so that it clears any
window trim or hardware
when operating.
It may be necessary to
remove the shade from the
pocket to make this
adjustment.
Confirm roller tube
turns freely without
rubbing on pocket.
Page 12
Sivoia®QS roller 100TM Pocket Mount Installation instructions

9Connect terminal blocks
Plug 4-pin terminal block on cable into EDU terminal block (a cable tie can be used
to secure the terminal blocks together).
Dress wires to ensure fabric does not rub while the shade is moving.
9.1
9.2
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

Use the programming stylus to run the shade up and down using the adjustment
buttons ( ), re-level if needed.
NOTICE: Pay careful attention to the shade roll up to ensure that it does not
telescope extremely to one side or the other.
Tip: Slight telescoping is normal. However, if the shade is telescoping severely to one
side and it is level, press the “close limit button” ( ), and lower the shade all the way
down using the adjustment buttons ( ). Place a piece of tape on the side of the tube
that the fabric is telescoping away from. When finished press the “close limit button” ( )
once. This technique is referred to as “shimming”. The shade will always track towards
the side that the tape (shim) is placed on.
direction of fabric telescoping
Shim will correct telescoping
by moving fabric this way
tape
(shim)
10
10.1
Secure and check the shade
direction of fabric telescoping
tape
(shim)
Shim will correct telescoping by
moving fabric this way
Page 14
Sivoia®QS roller 100TM Pocket Mount Installation instructions

11 Setting limits from the EDU
11.1
Setting the open limit from the EDU
The open and close limits define the top and bottom of the shade, and are used to determine
which direction the shade must turn in order to raise or lower. Refer to the keypad’s instruction
sheet to set the limits remotely.
Tap the “Open limit button”
( ). The green LED on the
roller 100 EDU will turn on steady,
indicating that the EDU is in
“Set open limit mode.”
Green LED
Tap the
open limit button
11.2 Adjust the position of the EDU to
the desired open limit using the
clockwise and counterclockwise
buttons ( ).
Use the
counterclockwise
and clockwise
buttons to move
the EDU
Press and hold the “open limit
button” ( ) for 5 seconds. The
green LED on the roller 100 EDU
will flash for 2 seconds, then go
dark, indicating that the current
position has been stored as the
open limit.
11.3
Flashing green LED
Press and hold the
open limit button
for 5 seconds
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

11 Setting limits from the EDU (continued)
11.4
Setting the close limit from the EDU
Tap the “close limit button” ( ).
The green LED on the roller 100
EDU will turn on steady,
indicating that the EDU is
in “set close limit mode”.
Green LED
Tap the
close limit button
11.5 Adjust the position of the EDU to
the desired close limit using the
clockwise and counterclockwise
buttons ( ).
Use the
counterclockwise
and clockwise
buttons to move
the EDU
Press and hold the “close limit
button” ( ) for 5 seconds. The
green LED on the roller 100 EDU
will flash for 2 seconds, then go
dark, indicating that the current
position has been stored as the
close limit.
11.6
Flashing green LED
Press and hold the
close limit button
for 5 seconds
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

12 Verify Limits
12.1 Verify the open limit by double-tapping the open limit ( ) button. The shade will
travel to the open limit.
12.2 Verify the close limit by double-tapping the close limit ( ) button. The shade will
travel to the close limit.
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Sivoia®QS roller 100TM Pocket Mount Installation instructions

13 Verify communications
13.1 Enter “link diagnostics mode” by
pressing and holding the “close
limit button” ( ) on the EDU for 5
seconds. The green LED will flash
quickly for two seconds then turn
on steady, indicating the EDU
is ready to begin verifying
communications with
other devices.
Green LED
Press and hold the
close limit button
for 5 seconds
13.2 Initiate “link diagnostics mode” by
tapping the “counterclockwise
button” ( ). The green LED will
begin to flash quickly (8 times per
second), and the EDU will begin
to raise and lower a short
distance (“wiggle”).
Tap the
counterclockwise
button
Exit “Link Diagnostics Mode”, by
pressing and holding the “Close
Limit Button” ( ) on the EDU for 5
seconds. All EDUs on the link will
stop wiggling and their LED will
turn off.
13.4 LED off
Press and hold the
close limit button
for 5 seconds
Green LED
flashing quickly
13.3 This EDU is now trying to
communicate with all other devices.
All EDUs communicating on the
link will wiggle and flash their green
LED quickly. Verify that all other
devices are able to communicate
with this device. If you discover any
EDUs that are not wiggling, verify
that the EDU is powered and
wired properly. “Link diagnostics
mode” will automatically time out
after 10 minutes.
Green LED
flashing quickly
Page 18
Sivoia®QS roller 100TM Pocket Mount Installation instructions

14 Programming |restoring default settings
14.1 Press and hold the “close limit
button”( ) on the EDU for 5
seconds. The green LED on
the EDU will flash quickly for two
seconds then turn ON steady.
Flashing green LED
Press and hold the
close limit button
for 5 seconds
14.2 Press and hold the “open limit
button” ( ) for 5 seconds. The
green LED on the EDU will flash
then turn ON steady.
Press and hold the
“counterclockwise button” ( ) for
5 seconds. The LED on the EDU
will flash blue briefly, and then
the EDU will reset. The EDU is
now restored to factory default
settings. The limits will not
be affected.
14.4
Returning an EDU to its factory default setting
Returning an EDU to its factory defaults will clear out any programming to keypads, but
will not affect the limits.
Flashing green LED
Press and hold the
open limit button
for 5 seconds
14.3 Press and hold the
“clockwise button” ( ) for
5 seconds. The green LED
on the EDU will flash then
turn ON steady.
Flashing green LED
Press and hold the
clockwise button
for 5 seconds
LED will flash blue
Press and hold the
counterclockwise button
for 5 seconds
Page 19
Sivoia®QS roller 100TM Pocket Mount Installation instructions