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Vertical Surface Docks

Installation

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Introduction and Support Notes


Thank you for purchasing an ergonomic Vertical docking solution. Once installed, we hope you will enjoy the improved ergonomics of your workstation for years to come.


Our solution is offered in three different packages:
  1. a basic option where customers use their own Microsoft OEM dock electronics and their own VESA arm to mount the Vertical dock
  2. an option where Microsoft OEM dock electronics are pre-installed for an additional cost
  3. an option that includes pre-installed Microsoft OEM dock electronics and a dual VESA arm to mount a monitor and your Vertical dock at a comfortable eye-level

Install directions differ slightly across these three packages and different VESA monitor arm models. Based on customer feedback, we are continuously improving the usablity of our products and the install experience. If you encounter any difficulties, please send us a note including photos of any issue and we'll help step you through it. We offer USA-based email support with 24-hour response time but will be happy to have quick phone calls/Skype chats for folks that need a little more help. If you have no experience installing a computer monitor or laptop on a movable VESA arm, it can be challenging. If you need local assistance from an IT technician, we can refer you to a someone in your area to help.

We are a family startup business in Seattle and are familiar with the difficulty of balancing full-time office jobs, children, and hobbies. We design our products with this in mind and hope to make your life easier. We appreciate any and all feedback, so don't hesitate to reach out if you have suggestions on how we can improve.


Warning


  • Allow your Vertical dock to come to room temperature prior to stepping through the install process if it has been sitting in a cold mail locker or door step. This will make the rest of the install process safer and easier.
  • Your Vertical dock may include neodymium magnets and small parts that are extremely harmful or fatal if swallowed. Please keep unassembled products away from children and pets.



Required tools


  • Philips (+) #0 or #1 screwdriver

Required/recommended accessories


  • Required: Microsoft OEM Dock electronics (brick-style dock) with included power supply and AC/Mains power cord. If you purchased a Vertical dock model with electronics, this will be pre-installed and a power cord and power supply will be included in the box. (USB-C models can use a 3rd-party USB dock instead of the Microsoft OEM Dock electronics.)
  • Required: VESA monitor arm/mount with 100mm x 100mm mounting plate fastened securely. If you purchased a Vertical dock model with a dual VESA monitor arm/mount, it will be shipped with separate install directions. It is crucial that you pay attention to the manufacturer's directions on fastening your VESA monitor arm/mount properly to your desk for safety. The directions below assume that your VESA monitor arm/mount is already installed securely. (Some Vertical dock models can safely sit on a desktop standalone without a VESA monitor arm/mount, however this approach is not recommended for daily use.)
  • Recommended: monitor, keyboard, mouse/trackball, monitor cables, and active mini-DisplayPort monitor adapters as needed




Vertical Surface Dock Installation Steps:





    Getting started


  1. Unpack the Vertical dock from its protective bubble-wrap and sleeve. Inside is the main Vertical dock body and the hardware mounting/accessory kit:

  2. Open the hardware/accessory kit and take note of the parts:

    • 1 MS OEM dock electronics cage or cover plate (some models include both a cage and a cover plate)
    • 2 short VESA bars
    • 4 M4x14mm screws and nuts (these may arrive pre-threaded on the VESA bars or separate in the bag)
    • #4 1/2" screws
    • plastic cable-ties
    • spare screws
    • Some models include a spring-loaded security hinge mechanism that needs to be installed
    • Some models include 1 or 2 long VESA bars (larger devices include 2 bars)
    • Some models include extra foam/felt liner material for the spring loaded security hinge and long VESA bars

  3. Depending on the model ordered, protective paper may cover much of the product. Unless you intend to return the product unused, wait until the Vertical dock has come to room temperature and peel the paper off both sides. If the paper is difficult to peel, you can use a hair dryer on the lowest temperature setting to heat up the paper and adhesive so it is easier to peel:


  4. If your Vertical dock model included a separate spring-loaded security hinge mechanism, fit the mechanism in place and secure with included #4 1/2" screws. Otherwise skip this step:

  5. Here is a side-view of the spring-loaded security hinge mechanism for the Surface Pro. Different Vertical dock models have differently shaped hinge mechanisms:

  6.  

    Snap in docking electronics


    Note: if your dock is one of our USB-C models, you can skip this section and move ahead to VESA arm attachment
  7. Gather your MS OEM dock electronics, the Vertical dock cage, and the main Vertical dock body:

  8. Feed the MS OEM dock connector and cable through the cutout in the Vertical dock cage:

  9. Place the MS OEM dock electronics. Gently bend the cable to clear the edge of the cutout. The MS OEM electronics will fit snuggly within the cage but may not drop in easily at first:
    To ease fitment, flip the electronics upside-down and gently apply outward pressure to the left and right edges of the cage. If you need to remove the MS OEM dock electronics later, you can reverse this process. Do not apply too much pressure otherwise you can crack the plastic:

  10. Dock electronics in cage with cable routed:

  11. Fit the Surface docking connector into the bottom of the Vertical dock and route the cable in the channel. If you have difficulty fitting the connector, inspect the Vertical dock for debris from the manufacturing process and remove as needed. If difficulty persists, you can dab a drop of vegetable oil on the Vertical dock where the connector fits in:

  12. Ensure the Surface docking connector is fully seated and protrudes through the top:

  13. Lay the main dock body and the MS OEM docking electronics plus cage on a flat surface. Use the included #4 1/2" screws to fasten the cage to the main Vertical dock body. Ensure the cage snugs up against the main dock body but do not over-tighten. Over-tightening can crack the plastic. This is a crucial step - if the screws are not tight enough then you may not have a reliable docking connection:

  14. Use the provided cable-tie to cinch up the MS OEM dock electronics cable out of the way. Do not cinch the cable too tightly otherwise you may damage the cable:
  15.  

    VESA arm mounting


  16. Select two VESA retainer bars to fasten the Vertical dock to a VESA monitor arm/mount. The two short bars can be used for vertical docking. To enable horizontal/landscape mode, use one of the longer bars in the top position on the Dock. If two longer bars are provided, use both for best results: The smooth long bar is designed to secure the Surface Pro 3. The bar with an extra notch is designed to secure the Surface Pro 4 / Pro 2017 / Pro 6. Other models will have differently shaped bars. All models include 4 or more screws and matching nuts:

  17. Ensure your VESA monitor arm/mount is securly mounted to your desk. Then place 4 M4x14mm screws (included) through the back of your VESA monitor arm 100mm x 100mm mounting plate. The mounting plate shown is just an example and will likely look different than yours:

  18. To attach the Vertical dock to your VESA monitor arm, carefully hold the Vertical dock and a retainer bar in place while turning the screws from the rear of the VESA monitor arm attachment point to engage the nuts. Having another person to help can make installation easier. Refer to your VESA monitor arm manufacturer owners manual for more specific instructions. While the provided screws have been tested on a variety of VESA monitor arm styles, we can't guarantee they will work for *all* VESA arms. Depending on the thickness of your manufacturer's VESA arm mounting plate, you may need longer screws than what we have provided. (If the screws don't reach far enough, M4x16mm screws from a hardware store may work better. The reason we don't provide longer screws in the box is that if they are used when not needed, they may protrude too far and scratch your Surface device when docking. If you need different screws, send us a note and photo and we'll ship them to you free of charge or credit your account.)

  19. Here is the final assembly in Vertical-only docking mode:

 





Optional Steps



Cover plate install

  1. For models that included an optional cover plate, rather than suspend the Microsoft docking electronics beneath the Surface, you can install the cover plate below the Dock "cradle" and place the docking electronics elsewhere.
  2. Line up the screw holes and screw the cover in place.
  3. Sandwiching the cover in between the dock "cradle" and the electronics cage is OK. Just ake extra care when tightening the screws

Landscape mounting


  1. Optional: To enable Landscape mounting, swap the top VESA retainer bar for the longer bar. Ensure that the extension-clip portion of the part points to the right. When rotating the Surface into landscape mode, this clip will support the bottom of the Surface.
  2. Depending on the Vertical dock model ordered, the longer VESA bar may have some lateral adjustment to allow fine-tuning of the fitment. To fine-tune, loosen the M4x14mm screws by 1/2 turn, slide the VESA bar left or right to find the best position, then re-tighten the screws. Make sure to test in both vertical and horizontal mode to ensure you have the fitment correct.

  3. Recommended: use the Custom screen resolution guide to match the size of Windows UI and applications on your Surface screen to the size on your desktop monitors.


  4. Active cooling kit (Surface Book only)



    In the box:
    • 75mm 5v 6cfm blower fan
    • USB toggle switch
    • 3D-printed fan carrier
    • 25mm M4 screw and nut
    • cable tie
    • velcro dot for attaching the toggle switch

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    Remove vertical dock from VESA mount and place face down on a table. Loosen and remove the M4 screw:

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    Align fan carrier and replace M4 screw. If the screw doesn't engage the internal nut, tilt the dock with the hinge mechanism down tap the dock a few times. This will allow the internal nut to move back to the right place. Tighten the screw most of the way but leave it loose enough to allow the fan carrier to slide left and right slightly.

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    Place fan on the fan-carrier post with large circular air intake opening facing up and the label facing down.

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    Carefully rotate the fan so that the blower output fits into the Vertical Surface Dock. You may need to slide the fan carrier left or right slightly for best fitment.

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    Take note of the position of the fan carrier. Pop the fan off and tighten the screw the rest of the way. Don't tighten too much otherwise you can crack the plastic.

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    Put the fan back in place ensuring proper fitment into the vertical dock and drop the supplied screw in from the top. You may need use two hands here to bend the fan carrier slightly to align the hole with the screw. Fasten the nut on the bottom - it only needs to be finger tight.

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    Plug the fan power into the switch, and the switch into a USB port. Then cinch the cables out of the way with a cable tie.
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    Notes:
    • For best cooling, ensure the Surface clipboard and keyboard base are separated from each other when docked.
    • Because the MS OEM docking electronics supply power to the USB ports at all times, we recommend switching the fan off with the toggle switch when undocking. We are looking into approaches to automatically switch off the fan when undocking.
    • When docking and undocking, the fan may stop spinning for ~2 seconds as the MS OEM dock electronics initialize. The fan will continue spinning after the electronics complete initialization.
    • To reduce the noise from the fan, you can install a 3rd-party fan speed controller. This will reduce the fan RPM and may impact cooling effectiveness.