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Vertical Docks
Adapt your workstation to you, not the other way around

Guide: 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.

Need help or have questions? Please email us.


Our solutions are offered in several 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
  4. an option that uses a 3rd-party USB-C hub

Install directions differ slightly across these three packages and different VESA monitor arm models. Based on customer feedback, we are continuously improving the usability 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 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.


Safety Guide and legal disclaimer


  • The product may contain neodymium magnets and small metal parts which can be choking hazards and may be fatal if swallowed. Please keep unassembled product away from children & pets.
  • Allow plastic parts that may have been in cold mail lockers or sitting on a doorstep to come to room temperature prior to installation. Tighten VESA monitor arm mounting screws slowly and carefully. Over-tightening, especially with cold plastic parts, can cause cracks.
  • As with many plastic products, prolonged exposure to direct sunlight or heat should be avoided as this will discolor and warp the plastic. This product should not, for example, be left in a hot parked vehicle. For indoor use only.
  • Use care when docking and/or rotating your device in landscape/horizontal mode. Excessive force while docking or rotating could damage your device, the dock, or cause injury. For example, if you use the dock in landscape/horizontal mode with a damaged dock, your device could fall and become damaged or cause injury. If you notice damaged parts, contact us for replacement parts immediately.
  • VESA monitor arms must be used per manufacturer directions. See the VESA Arm guide for additional precautions.
  • In no event shall our company be liable for any direct, indirect, punitive, incidental, special consequential damages, to property or life, whatsoever arising out of or connected with the use or misuse of our products.



Required tools


  • Philips (+) #1 or #2 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 (older model pictured)

    • 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
    • 4 M4 nuts (these may arrive pre-installed on the VESA bars or separate in the bag)
    • 4 #4 1/2" screws
    • plastic cable-ties
    • spare screws
    • Some models include:
      • a separate spring-loaded security hinge mechanism that needs to be installed - while some models have a pre-installed mechanism
      • 1 or 2 longer hook-shaped VESA bars used for horizontal/landscape mode
      • a USB-C right-angle module


  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 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 (older model pictured):

  8. Feed the MS OEM dock connector and cable through the cutout in the Vertical dock cage (older model pictured):

  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. Also do not use too much force on the screwdriver as you can damage the channels that accept the screws. This is a crucial step - if the screws are not tight enough or are over-tightened, 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


    It is crucial that you follow all safety precautions included with your VESA arm/mount otherwise injury or damage to your Dock and device may result!
  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. Depending on the model ordered, the bars may be shaped differently:

  17. If your selected bars do not have M4 nuts installed, install them now: If a nut is difficult to fit, try threading it onto a screw and pulling the nut into place: Nuts installed flush with the VESA bar:

  18. Ensure your VESA monitor arm/mount is securely 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:

  19. 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 owner’s 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.)

  20. Here is the final assembly in Vertical-only docking mode (Surface Book model pictured)

 





Optional Steps



Bottom 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 such as strapped to the VESA arm.
  2. Line up the screw holes and screw the cover in place.

Landscape mounting


  1. Some docks ship with optional landscape/horizontal mounting bars. To enable Landscape mounting, swap the VESA retainer bars for the longer bars. For most models, the extension-clip portion of the bar must point 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 ensure the best connection with the dock electronics. Or it may have multiple locations to insert the M4 nuts depending on whether the bar points left or right. To fine-tune, loosen the M4x14mm screws by 1/2 turn, slide the VESA bar 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. Some models may include foam pads adhered to the bars to provide better grip and prevent the Vertical dock plastic parts from rubbing against the Surface. These pads may compress over time so some adjustment may be required after initial installation to ensure a good connection with the dock electronics.

Screen resolution tuning


The
custom screen resolution guide will help to match the size of Windows UI and applications on your Surface screen to the size on your desktop monitors.

Active cooling kit (Surface Book Series only)



In the box:
  • 75x15mm 5v 6cfm blower fan
  • USB cable/toggle switch (some kits include a USB fan speed controller and a USB adapter instead
  • 3D-printed fan carrier
  • 20mm M4 screw and nut
  • velcro for attaching the toggle switch (v1 only)

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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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Fan Speed controller notes:
  • For kits that included a fan-speed controller and right-angle USB connector, plug the right-angle connector into your Dock electronics and the fan speed controller into the right-angle connector. Then plug the fan into the fan speed controller.
  • The Fan speed controller has a dial/switch combo to turn on the fan and adjust the speed. Make sure to adjust the fan speed slowly. Adjusting it too quickly may result in increased fan noise.
  • The controller has quite a bit of speed range. Only the lower ~67% of the range is applicable to the fan included in the kit. If you adjust beyond ~67% then the fan noise may increase without increased airflow.


Other Notes:
  • The Surface Book may be docked in two positions: 1) closed which is best for pen/touch use or 2) ajar by about 1cm which is best for performance and cooling.
  • 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 2-3 seconds as the MS OEM dock electronics initialize. The fan will resume spinning after the electronics complete initialization.
  • To reduce the noise from the fan, you can install a fan speed controller