Pella Window 802X0104 User Manual

©2009 Pella Corporation  
Part Number: 802X0104  
INSTALLATION INSTRUCTION - INSTRUCCIONES DE INSTALACIÓN  
FOR DOUBLE-HUNG WINDOW  
VENTANA DE GUILLOTINA  
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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.  
Installation Instructions for Typical Wood Frame Construction.  
These instructions were developed and tested for use with typical wood frame wall construction  
in a wall system designed to manage water. These instructions are not to be used with any other  
construction method. Installation instructions for use with other construction methods, multiple  
units or bow and bay windows, may be obtained from Pella Corporation, a local Pella retailer, or by  
visiting http://www.pella.com. 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. Determining the appropriate installation method is the responsibility of you, your  
architect, or construction professional.  
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1 ROUGH OPENING PREPARATION (continued)  
ꢃꢅ  
E. Apply sill flashing tape #1. #UT A PIECE OF mASHING TAPE ꢂꢃꢅ LONGER  
than the opening width. Apply at the bottom of the opening as shown  
ꢁꢂ% SO IT OVERHANGS ꢂꢅ TO THE EXTERIORꢇ  
£ꢂ  
ꢇꢅ  
Note: The tape is cut 12" longer than the width so that it will  
extend 6" up each side of the opening.  
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F. Tab the sill flashing tape and fold. Cut 1" wide tabs at each corner  
ꢁꢂꢀꢃꢅ FROM EACH SIDE OF CORNER ꢁꢂ& ꢇ &OLD TAPE TO THE EXTERIOR AND  
PRESS lRMLY TO ADHERE IT TO THE WATER RESISTIVE BARRIERꢇ  
£ꢁ  
ꢃꢅ  
'ꢇ Apply sill flashing tape #2. #UT A PIECE OF mASHING TAPE ꢂꢃꢅ LONGER  
than the opening width. Apply at the bottom, overlapping tape #1 by  
AT LEAST ꢂꢅꢇ $O NOT ALLOW THE TAPE TO EXTEND PAST THE INTERIOR FACE OF  
THE FRAMING ꢁꢂ' ꢇ  
£ꢃ  
Note: The flashing tape may not fully cover the framing members.  
(ꢇ Install and level sill spacers. Place 1" wide by 3/8" thick spacers on  
THE BOTTOM OF THE WINDOW OPENING ꢂꢀꢃꢅ FROM EACH SIDEꢇ 3PACERS ARE  
also required at points where windows are joined in multiple window  
applications. Add shims as necessary to ensure the spacers are level.  
Once level, attach spacers and shims to prevent movement.  
£ꢀ  
Note: Improper placement of shims or spacers may result in  
bowing the bottom of the window.  
2 WINDOW PREPARATION  
A. Remove plastic wrap and cardboard packaging from window. DO NOT remove plastic  
shipping spacers located between the window sash and frame. The shipping spacers will  
help keep the window square during installation. DO NOT unlock or open the window  
until it is fully fastened.  
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Note: If screens, grilles or hardware are removed from the window  
at this time, label them and store them in a protected area.  
B. Designer units with half screen only:  
1. Remove the screen from the window. &ROM THE EXTERIORꢊ  
pull one side of the screen near the shipping clips until the  
clips disengage from the window.  
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ꢃꢇ Rotate the screen shipping clips TOWARD THE EXTERIOR OF THE  
screen (in the direction of the arrows) until they snap free  
from the screen.  
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3. Set the screen aside in a safe location.  
4. Discard the screen shipping clips.  
Ó Ó  
C. Fold out installation fin to 90°. Be careful not to remove or  
TEAR THE lN CORNERSꢇ  
2C  
Note: If the fin is not at 90°, the window will not line up  
correctly on the interior.  
TWO OR MORE PEOPLE WILL BE REQUIRED  
FOR THE FOLLOWING STEPS.  
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3 SETTING AND FASTENING THE WINDOW  
A. Insert the window FROM THE EXTERIOR OF THE BUILDINGꢇ 0LACE THE  
bottom of the window on the spacers at the bottom of the  
opening, then tilt the top into position. Center the window  
between the sides of the opening to allow clearance for  
3A  
SHIMMINGꢊ AND INSERT ONE ROOlNG NAIL IN THE lRST HOLE FROM THE  
CORNER ON EACH END OF THE TOP NAILING lNꢇ 4HESE ARE USED TO HOLD  
the window in place while shimming it plumb and square.  
B. Plumb and square window. Place shims 1" from the bottom and top of  
the window between the window and the sides of the opening. Adjust the  
shims as required to plumb and square the window in the opening.  
Exterio
For windows up to 53"  
tall: Place an additional  
shim at the midpoint of  
each side of the window.  
Interior View  
Interior View  
3B  
3B  
3B  
For windows over 53"  
tall: Place two additional  
shims along each side  
of the window, evenly  
spacing them between  
the top and bottom  
shims and the midpoint  
shim.  
For windows over 53” tall.  
C. Adjust the shims until the window sides are straight and the space between the sash and  
frame is equal from top to bottom.  
Note: DO NOT shim above the window or in the space between the spacers at the bottom  
of the window. DO NOT over shim.  
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D. Verify the sill is flat ON THE EXTERIOR EDGE ꢁNOT BOWED OR HUMPED PRIOR TO  
completing attachment of window to opening.  
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Note: If the sill is not flat screen fit issues may result.  
E. Check the interior reveal. Make sure the  
measurement from the interior face of the window  
to the interior face of the wall is equal at several  
points around the window.  
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Note: If the dimensions are not equal, check to  
make sure the fins are folded out to 90° at all  
points.  
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F. Fasten the window to opening BY DRIVING ꢃꢅ GALVANIZED ROOlNG NAILS INTO  
EACH PREꢋPUNCHED HOLE IN THE NAILING lNꢇ  
Note: Make sure the fin corner is lying as flat as possible.  
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'ꢇ Check window operation. 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® only: 4O REMOVE SIDE SPACERSꢊ SLIDE THEM UP TO APPROXIMATELY ꢆꢅ  
above the bottom sash. Lift the clip by the interior leg and rotate upward  
TO REMOVEꢇ 2AISE THE BOTTOM SASH APPROXIMATELY ꢃꢅꢊ AND TILT THE SASH IN BY  
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.  
Note: If there are any problems with the operation of the window, recheck shim locations  
and adjust for plumb and square.  
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INTEGRATING THE WINDOW TO  
THE WATER RESISTIVE BARRIER  
4
Note: The flashing tape must be applied approximately 1/2" onto  
the frame cladding at the jambs and head. Pre-folding the tape at  
1/2" before removing the paper backing will make it easier to apply  
the tape correctly. If the siding is less than 1/2" thick, adjust the  
dimension of the fold so the exterior sealant  
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line will cover the exterior edge of the tape.  
A. Apply side flashing tape. Cut two  
pieces of flashing tape 4" longer  
than the frame height of the window.  
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!PPLY ONE PIECE TO EACH SIDE ꢂꢀꢃꢅ ONTO  
THE FRAME CLADDINGꢊ OVER THE NAILING lN  
and onto the water resistive barrier. The  
TAPE SHOULD EXTEND ꢃ" above the top of the  
WINDOW AND ꢃꢅ BELOW THE BOTTOM OF THE  
WINDOWꢇ 0RESS THE TAPE DOWN lRMLY WHILE  
FOLDING DOWN THE EXCESS TAPE AT THE TOP  
and bottom of the window.  
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B. Apply top flashing tape. Cut a piece of flashing tape long  
ENOUGH TO GO ACROSS THE TOP OF THE WINDOW AND EXTEND AT  
least 1" past the side flashing tape on both sides. Apply the  
TAPE ꢂꢀꢃꢅ ONTO THE FRAME CLADDINGꢊ OVER THE TOP NAILING lN  
as shown. Fold the overlapping tape down, and press all tape  
DOWN lRMLYꢇ  
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Note: DO NOT tape or seal the bottom nailing fin.  
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C. Fold down top flap of water resistive barrier (4C).  
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D. Apply flashing tape to diagonal cuts. Cut pieces of flashing  
tape at least 1" longer than the diagonal cuts in the water  
resistive barrier. Apply the tape covering the entire diagonal  
cut in the water resistive barrier at both upper corners of the  
window.  
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Note: Be sure to overlap the top corners (4D).  
5 INTERIOR SEAL  
Caution: Ensure use of low pressure polyurethane window and door insulating 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 frame to bow  
and hinder operation.  
5A  
A. Apply insulating foam sealant. From the interior, insert the  
NOZZLE OF THE APPLICATOR APPROXIMATELY ꢂꢅ DEEP INTO THE SPACE  
between the window and the rough opening and apply a 1"  
DEEP BEAD OF FOAMꢇ 4HIS WILL ALLOW ROOM FOR EXPANSION OF  
THE FOAM AND WILL MINIMIZE SQUEEZE OUTꢇ )F USING INSULATING  
FOAM OTHER THAN 'REAT 3TUFF- 7INDOW AND $OOR )NSULATION  
Foam by the Dow Chemical Company, allow the foam to cure  
COMPLETELY ꢁUSUALLY ꢌ TO ꢃꢆ HOURS BEFORE PROCEEDING TO THE  
NEXT STEPꢇ  
Interior  
Note: DO NOT completely fill the space from the back of the  
fin to the interior face of the opening.  
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5 INTERIOR SEAL (continued)  
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.  
C. Inspect the foam for voids after it has cured. Fill all voids with foam prior to installing  
interior trim.  
6
SEALING THE WINDOW TO THE EXTERIOR WALL CLADDING  
When applying siding, brick veneer or other exterior finish material, leave adequate space  
between the window frame and the material for sealant. Refer to the illustration that  
corresponds 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.  
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6
SEALING THE WINDOW TO THE EXTERIOR WALL CLADDING  
(continued)  
A. Insert backer rod into the space around the window  
APPROXIMATELY ꢈꢀꢌꢅ DEEPꢇ 4HIS SHOULD PROVIDE AT LEAST A ꢈꢀꢌꢅ  
CLEARANCE BETWEEN THE BACKER ROD AND THE EXTERIOR FACE OF  
the window.  
ꢀ!  
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.  
6B  
C. Shape, tool and clean excess sealant. 7HEN lNISHEDꢊ THE  
sealant should be the shape of an hourglass.  
Note: This method creates a more flexible sealant line  
capable of expanding and contracting.  
7 HALF SCREEN INSTALLATION - DESIGNER UNITS ONLY:  
A. From the interior, unlock the window and raise the lower sash to  
the fully open position.  
Ç
B. Rotate the screen clips to the open position.  
C. Grasp the screen to allow it to pass through the lower sash opening.  
D. Position the screen into the window.  
Note: The top rail of the screen must be below the bottom rail of  
the upper sash.  
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E. Pull the bottom of the screen in using the screen handle.  
F. Rotate the screen clips to the closed position. Ensure the screen  
CLIP ENGAGES THE WINDOW JAMB EXTRUSIONꢇ  
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INTERIOR FINISHING  
)F PRODUCTS CANNOT BE lNISHED IMMEDIATELYꢊ COVER WITH CLEAR PLASTIC TO PROTECT FROM DIRTꢊ  
DAMAGE AND MOISTUREꢇ 2EMOVE ANY CONSTRUCTION RESIDUE BEFORE lNISHINGꢇ 3AND ALL WOOD SURFACES  
LIGHTLY WITH ꢂꢌꢄ GRIT OR lNER SANDPAPERꢇ $/ ./4 USE STEEL WOOLꢇ "% #!2%&5, ./4 4/  
3#2!4#( 4(% ',!33ꢇ 2EMOVE SANDING DUSTꢇ  
0ELLA PRODUCTS MUST BE lNISHED PER THE BELOW INSTRUCTIONSꢍ FAILURE TO FOLLOW THESE INSTRUCTIONS  
voids the Limited Warranty.  
s /N CASEMENT AND AWNINGSꢊ IT IS OPTIONAL TO PAINTꢊ STAIN OR lNISH THE VERTICAL AND HORIZONTAL  
sash edges.  
s /N SINGLEꢋHUNG AND DOUBLEꢋHUNGꢊ $/ ./4 PAINTꢊ STAIN OR lNISH THE VERTICAL SASH EDGESꢊ ANY  
lNISH ON THE VERTICAL SASH EDGES MAY CAUSE THE SASH TO STICKꢍ IT IS OPTIONAL TO PAINTꢊ STAIN OR  
lNISH THE HORIZONTAL SASH EDGESꢇ  
s /N PATIO DOORSꢊ IT IS OPTIONAL TO PAINTꢊ STAIN OR lNISH THE VERTICAL AND HORIZONTAL PANEL EDGESꢇ  
Note: To maintain proper product performance do not paint, finish or remove the weather-  
stripping, mohair dust pads, gaskets or vinyl parts. Air and water leakage will result if  
these parts are removed. After finishing, allow venting windows and doors to dry completely  
before closing them.  
0ELLA #ORPORATION IS NOT RESPONSIBLE FOR INTERIOR PAINT AND STAIN lNISH IMPERFECTIONS FOR ANY  
PRODUCT THAT IS NOT FACTORYꢋAPPLIED BY 0ELLA #ORPORATIONꢇ 5SE OF INAPPROPRIATE lNISHESꢊ SOLVENTSꢊ  
brickwash, or cleaning chemicals will cause adverse reactions with window and door materials  
and voids the Limited Warranty.  
&OR ADDITIONAL INFORMATION ON lNISHING SEE THE 0ELLA /WNERgS -ANUAL OR GO TO www.pella.com.  
EXTERIOR FINISH  
4HE EXTERIOR FRAME AND SASH ARE PROTECTED BY ALUMINUM CLADDING WITH OUR TOUGH %NDURA#LAD®  
OR %NDURA#LAD 0LUS BAKEDꢋON FACTORY lNISH THAT NEEDS NO PAINTINGꢇ #LEAN THIS SURFACE WITH MILD  
soap and water. Stubborn stains and deposits may be removed with mineral spirits. DO NOT use  
abrasives. DO NOT scrape or use tools that might damage the surface.  
5SE OF INAPPROPRIATE lNISHESꢊ SOLVENTSꢊ BRICKWASH OR CLEANING CHEMICALS WILL CAUSE ADVERSE  
reactions with window and door materials and voids the Limited Warranty.  
CARE AND MAINTENANCE  
Care and maintenance information is available in the Pella Owner’s Manual. You can obtain  
an owner’s manual by contacting your local Pella retailer. This information is also available  
IMPORTANT NOTICE  
"ECAUSE ALL CONSTRUCTION MUST ANTICIPATE SOME WATER INlLTRATIONꢊ IT IS IMPORTANT THAT THE WALL  
system be designed and constructed to properly manage moisture. Pella Corporation is not  
RESPONSIBLE FOR CLAIMS OR DAMAGES CAUSED BY ANTICIPATED AND UNANTICIPATED WATER INlLTRATIONꢍ  
DElCIENCIES IN BUILDING DESIGNꢊ CONSTRUCTION AND MAINTENANCEꢍ FAILURE TO INSTALL 0ELLA PRODUCTS IN  
ACCORDANCE WITH 0ELLAꢎS INSTALLATION INSTRUCTIONSꢍ OR THE USE OF 0ELLA PRODUCTS IN WALL SYSTEMS WHICH  
do not allow for proper management of moisture within the wall systems. The determination of the  
suitability of all building components, including the use of Pella products, as well as the design and  
installation of flashing and sealing systems are the responsibility of the Buyer or User, the architect,  
contractor, installer, or other construction professional and are not the responsibility of Pella.  
Pella products should not be used in barrier wall systems which do not allow for proper  
MANAGEMENT OF MOISTURE WITHIN THE WALL SYSTEMSꢊ SUCH AS BARRIER %XTERIOR )NSULATION AND &INISH  
3YSTEMSꢊ ꢁ%)&3 ꢁALSO KNOWN AS SYNTHETIC STUCCO OR OTHER NONꢋWATER MANAGED SYSTEMSꢇ %XCEPT  
IN THE STATES OF #ALIFORNIAꢊ .EW -EXICOꢊ !RIZONAꢊ .EVADAꢊ 5TAHꢊ AND #OLORADOꢊ Pella makes no  
warranty of any kind on and assumes no responsibility for Pella windows and doors installed  
in barrier wall systems. In the states listed above, the installation of Pella Products in barrier  
wall or similar systems must be in accordance with Pella’s installation instructions.  
0RODUCT MODIlCATIONS THAT ARE NOT APPROVED BY 0ELLA #ORPORATION WILL VOID THE ,IMITED 7ARRANTYꢇ  
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