Pella 807X0101 Guide

WINDOW REPLACEMENT INSTRUCTIONS FOR
CASEMENT, DOUBLE-HUNG AND CLAD FRAME WINDOWS
USING FRAME SCREWS
Part Number: 807X0101© 2012 Pella Corporation
Always read the Pella®
Limited Warranty before purchasing
or installing Pella products. By
installing this product, you are
acknowledging that this Limited
Warranty is part of the terms of
the sale. Failure to comply with all
Pella installation and maintenance
instructions may void your Pella
product warranty. See Limited
Warranty for complete details at
http://warranty.pella.com.
These instructions were tested and developed for replacing windows in wood-frame wall construction systems designed
to manage moisture. Installation recommendations for other types of wall construction, wall systems, conditions, multiple
windows or bow bay windows, may be obtained from Pella Corporation or a local Pella retailer. Building designs, construction
methods, building materials, and site conditions unique to your project may require an installation method different from these
instructions and additional care on your part. Determining the appropriate installation method is the responsibility of you, your
architect, or other construction professional.
Note: This instruction is not for use in applications that have vinyl, steel or aluminum siding where water may be behind the
siding above the window. In these applications, the siding may need to be removed and window installed using the new
construction installation instruction that is attached to the window.
YOU WILL NEED TO SUPPLY:
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flashing tape or equivalent
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window and door foam sealant.
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TOOLS REQUIRED:
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SEALANT
SEALANT
Installation will require two or more people for safety reasons.
REMEMBER TO USE APPROPRIATE PERSONAL PROTECTIVE EQUIPMENT.
#8 x 3-1/8"
Finish head screw Flashing tape #2
Flashing tape #1

1Prepare the Opening:
A. Prepare the rough opening.,WPXVWEHWKHFRUUHFWVL]HZLQGRZIUDPHSOXVLQERWKZLGWKDQGKHLJKWVTXDUHSOXPE
and the sill must be level. If needed, block in the rough opening on both sides, the top and the bottom.
Note: If installing new blocking, install the blocking so it’s flush with the exterior sheathing of the house. DO NOT attempt
to install a window in an undersize opening.
B. Apply sill flashing tape #1.&XWDSLHFHRIŶDVKLQJWDSHORQJHU
than the opening width. Apply at the bottom of the opening as shown
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Note: The tape is cut 12" longer than the width so it will extend 6" up
each side of the opening.
C. Tab the sill flashing tape and fold. &XWZLGHWDEVDWHDFKFRUQHU
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press firmly to adhere it to the water resistive barrier.
Note: This step is not required if the exterior trim has not been removed.
1E
6"
1"
1/2"
1/2"
6"
1B 1B
1C
1"
1D
2Window Preparation:
A. Casement:2QWKHURRPVLGHRIWKHZLQGRZGULOOGLDPHWHUFOHDUDQFHKROHVWKURXJK
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Note: On vent casements, place the holes so they do not interfere with the roto operator and
the latch points on the lock side of the window. Casement Sill
Drill 1/8"
clearance hole
2A
D. Apply sill flashing tape #2. &XWDSLHFHRIŶDVKLQJWDSHORQJHUWKDQWKHH[LVWLQJRSHQLQJ
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E. Install and level shims. 3ODFHŔZLGHE\~ŔWKLFNVKLPVRQWKHERWWRPRIWKHRSHQLQJŔ
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interior face of window. Adjust shims as necessary to ensure the sill is level. Once level, attach
shims to prevent movement.
Note: Improper placement of shims may result in bowing the bottom of the window.
F. Test fit the window.
Single
Window
6"
6"
6"
EVERY
16"
6"
6"
EVERY
16"
6"16"
EVERY
6" 6"16"
EVERY
6" 6"16"
EVERY
Multiple Windows

2Window Preparation (continued):
B. Double-Hung and Clad Frame:2QWKHURRPVLGHRIWKHZLQGRZGULOOGLDPHWHUFOHDUDQFHKROHVWKURXJKWKHIUDPHDW
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Note: The lower sash must be raised to drill the holes in the sill of the double-hung window.
Drill 1/8"
clearance hole
Double-Hung Jamb
1/4"
Double-Hung Head
Drill 1/8"
clearance hole
1/2"
Double-Hung Sill
Drill 1/8"
clearance hole
1/2" Clad Frame Sill
Drill 1/8"
clearance hole
1"
Clad Frame Head
Drill 1/8"
clearance hole
1"
Double-Hung Sill
Double-Hung Head
Drill 1/8"
clearance hole
Drill 1/8"
clearance hole
Double-Hung Jamb
Drill 1/8"
clearance hole
Designer Series®
and Pella® ProLine Architect Series®
3Setting and Fastening the Window:
A. Slide the window into the opening, placing the bottom of the window on the spacers at the bottom of the opening.
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of the top clearance holes. This will hold the window in place while shimming it plumb and square.
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B. Place shims 1" from the bottom and top of the window between
the window and the sides of the opening and at the midpoint of the
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Adjust the shims as required to plumb and square the window in the
opening. Also shim behind all the pre-drilled clearance holes.
Note: Do not shim above the window or in the space between the
spacers at the bottom of the window. DO NOT over shim.

3Setting and Fastening the Window (continued):
C. Fasten the window to the opening.)LQLVKQDLOLQJWKHLQWHULRUWULPWRZDOOWKHQGULYH[ŵQLVKKHDGVFUHZVLQWR
each of the pre-drilled clearance holes.
D. Check window operation (vent units only).
Architect Series® and Designer Series® Double-Hung: Cut the checkrail bands and remove the shipping spacers. Open
and close the window a few times to check for proper operation. Make sure the window will tilt correctly. Close and lock
the window.
ProLine® Double-Hung:7RUHPRYHVLGHVSDFHUVVOLGHWKHPXSWRDSSUR[LPDWHO\DERYHWKHERWWRPVDVK/LIWWKH
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depressing the jamb liner and pulling inward on the top corners of the sash. Remove the sash clips and return the sash
to its original position.
Casement: Unlock the window by lifting up on the lock handle. Turn the crank to open the window. Remove the shipping
spacers from between the sash and window frame. Close and lock the window.
Note: If there are any problems with the operation of the window, recheck shim locations and adjust for plumb and
square.
Designer Series®
and Pella® ProLine Architect Series®
Clad Frame Head/Sill/Jamb
1"
#8 x 3-1/8"
finish head screw
Casement Sill
Casement Head/Jamb
#8 x 3-1/8"
finish head screw
#8 x 3-1/8"
finish head screw
Double-Hung Head
#8 x 3-1/8"
finish head screw
1/2"
Double-Hung Sill
#8 x 3-1/8"
finish head screw
1/2"
Double-Hung Jamb
1/4"
Double-Hung Sill
Double-Hung Head
Double-Hung Jamb
#8 x 3-1/8"
finish head
screw
#8 x 3-1/8"
finish head
screw
#8 x 3-1/8"
finish head
screw
#8 x 3-1/8"
finish head
screw

4Sealing the Window to the Exterior Wall Cladding:
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the material for sealant. Refer to the illustration corresponding to your finish material.
Note: The sealant details shown are standard recommendations from the sealant industry. Contact your sealant supplier
for recommendations and instructions for these and any other applications.
WOOD
SIDING
1/8" Clearance
Sealant typical
Insulate
and
seal per
Step 5
Accessory
Groove
1/8"
BRICK VENEER
3/8" Clearance
Backer Rod and
Sealant typical
Perimeter Sealant
must extend to room
side of Accessory
Groove.
Accessory Groove
Insulate
and
seal per
Step 5
1/2"
Min.
3/8"
WOOD SIDING
WITH TRIM
3/8" Clearance
Insulate
and
seal per
Step 5 Perimeter Sealant
must extend to room
side of Accessory
Groove.
Accessory Groove
Sealant typical
1/2"
Min.
3/8"
A. Insert backer rod into the space around the window as deep as it will go.
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Note: Backer rod adds shape and depth for the sealant line.
B. Apply a bead of high quality exterior grade sealant to the entire perimeter
of the window.
C. Shape, tool and clean excess sealant. When finished, the sealant should be
the shape of an hourglass.
Note: This method creates a more flexible sealant line capable of expanding
and contracting.
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5Interior Seal:
Caution: Ensure use of low pressure polyurethane window and door installation foams and strictly follow the foam
manufacturer’s recommendations for application. Use of high pressure foams or improper application of the foam may
cause the window to bow and hinder operation.
A. Apply insulating foam sealant. From the interior, insert the nozzle of the applicator
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will minimize squeeze out. Apply sealant across interior surface of shims to create a
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and the rough opening. Follow foam manufacturer's instructions.
Note: It may be necessary to squeeze the end of the tube with pliers to be able to insert
into the space between the window frame and the rough opening. DO NOT completely fill
the space from the back of the backer rod to the interior face of the opening.
5A
B. Check window operation (vent units only) by opening and closing the window.
Note: If the window does not operate correctly, check to make sure it is still plumb, level, square and that the sides are not
bowed. If adjustments are required, remove the foam with a serrated knife. Adjust the shims, and reapply the insulating
foam sealant.