Genie Assembly Installation Belt Chain S Eng Update 03 13 14

assembly-installation_screw-drive-s_eng_update-03-13-14 3064 - Product Support Information

assembly-installation_screw-drive-s_eng_update-03-13-14 4164 - Product Support Information

User Manual: Genie 3042 - Product Support Information

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Important installation instructions

38210502444

ASSEMBLY/INSTALLATION

Screw Drive Models

Potential Hazards
Overhead doors are large, heavy objects that move with the help of springs under high tension and electric motors. Since moving objects, springs under tension, and
electric motors can cause injuries, your safety and the safety of others depends on you reading the information in this installation poster. If you have questions or do not
understand the information presented, call The Genie Company (1-800-35-Genie). In this section, and those that follow, the words Danger, Warning and Caution are
used to emphasize important safety information.
DANGER
WA R N I N G

Pre-Installation Considerations

C AU T I O N

This operator includes parts and supplies needed for installation in MOST garages and on MOST garage doors. There are many variations of garages and garage doors.
A few additional parts and supplies may be needed for installation in YOUR garage and to YOUR garage door. While going over these instructions, please note the
additional items you may need. For help finding a local Genie® Professional Dealer call Customer Service at 1-800-35-GENIE.
There are a few specific areas which might require extra materials. Measure the height of your door. For doors taller than 7' and up to 8' in height, you will
need a Rail Extension Kit for the door to fully open.
See section 3 - The header above the garage door where torsion springs are used–does it extend far enough above the spring(s) to allow mounting of the header
bracket? If not, or if you can’t tell–you will probably need a piece of 2" x 6" lumber to span across wall studs. See section 5 - The area overhead where the operator
will be mounted–if you have a finished ceiling, you will need a piece of angle iron which can span across beams of trusses. See section 8 - Is there wood along the
door tracks near the floor where the Safe-T-Beam® can be most easily mounted, or will you need fasteners or some other material for mounting to the track itself? Will
you need extension brackets or wooden blocks to extend the Safe-T-Beam far enough off the wall to see past any door hardware?
Is there an electrical outlet within approximately 3' of the point where the operator will be? If not, you need to contact a licensed electrician.
Check condition of your door and all its associated hardware: Tracks, springs, hinges, rollers. Is anything loose or appear to be worn? If so, call a trained professional for an
evaluation and repairs, if needed. DO NOT ATTEMPT TO ADJUST SPRINGS OR THEIR ATTACHED PARTS!
Operate the door manually. Does it move freely and smoothly? Check the balance of the door by manually lifting it halfway open and release. It should stay put or move
very slowly. If not, call a trained professional for repairs.
Remove all ropes and remove or disable all locks connected to the garage door. It is also recommended that T-handles be removed. It is recommended that closed loop
lifting handles with no protruding parts remain.

Assembly and Installation Video

Scan this code for installation videos
OR view on Genie’s website:

www.GenieCompany.com

indicates an imminently hazardous situation which, if not avoided, will result in death or serious injury.
indicates a potentially hazardous situation which, if not avoided, could result in death or serious injury.
indicates a potentially hazardous situation which, if not avoided, may result in injury or property damage.

NOTE is used to indicate important steps to be followed or important considerations.

WA R N I N G
TO REDUCE THE RISK OF SEVERE INJURY OR DEATH
READ AND FOLLOW ALL SAFETY, INSTALLATION AND OPERATION INSTRUCTIONS. If you have any questions or do not understand an instruction, call The Genie®
Company or your local Genie® Factory Authorized Dealer.
•	
DO NOT install operator on an improperly balanced door. An improperly balanced door could cause severe injury.
Repairs and adjustments to cables, spring assembly, and other hardware must be made by a trained service person using proper tools and instructions.
•	Remove all ropes and disable all locks connected to the door before installing operator.
•	Where possible, install door operator 7 feet or more above the floor. For products having an emergency release, mount the emergency release within reach,
but at least 6 feet above the floor and avoiding contact with vehicles to avoid accidental release.
•	
DO NOT connect the operator to the source of power until instructed to do so.
•	Locate the wall console button: A) Within sight of door. B) At a minimum height of 5 feet so small children cannot reach it.
C) Away from all moving parts of the door.
•	Install the entrapment WARNING label next to the wall button or console. Install emergency release handle on the emergency release cord.
•	The operator must reverse when the door contacts a 1-1/2 inch high object on the floor at the center of the doorway. This is about the size of a 2" x 4"
board laid flat.

WA R N I N G
A moving door could result in serious injury or death.
• Keep people clear of opening while door is moving.
• DO NOT allow children to play with the door operator.
• DO NOT operate a door that jams or one that has a broken spring.

WA R N I N G
An Electrical Shock could result in serious injury or death.
• Turn off power before removing operator cover.
• When replacing cover, make sure electrical wires are not pinched or near moving parts.
• Operator must be properly grounded.

WA R N I N G

A
COMPLETED INSTALLATION

WARNING–HIGH SPRING TENSION

B

• DO NOT try to remove, repair or adjust springs or anything to which door spring parts are fastened, such as wood block, steel brackets,
cables or other like items.
• Repairs and adjustments must be made by a trained door system technician using proper tools and instructions.

C

Need help or have questions?
DO NOT RETURN to the store.
Call Genie: 1-800-354-3643 or visit www.geniecompany.com

Recommended Tools

Parts Included
3/32"
1/8"
5/32"
9/32"

3/8"

D

E
I

9/16"

6' or 7'

F

1/2"
7/16"
3/8"

12'

1/4"

x2

H

G

Hardware Bags

J

BLUE BAG
Cotter pin (x2)

1/4"-14 - 5/8"
Tapered flange screw (x6)

Clevis pin (x2)

3/8" - 16 - 7/8"
Bolt (x2)
Header bracket

3/8" Lock nut (x2)

L

K

x2

Shaft coupler

ORANGE BAG

A

Wire c lips (x3)
Clevis pin , long

P

B
5/16" x 1-3/4"
Lag screw (x2)

Speed Nut

Door bracket

Release handle

GREEN BAG

This is a multi-purpose
standard fastener bag.
These screws will not be
used for this application.

1/4"- 20 - 3/4"
Self-drilling screw (x3)

C

N

M

BAG
5/16" x 1-3/4"
Lag screw (x2)

1/4"x 3/4"
Insulated staple (x30)

Clip (x2)

Collar (x2)

Rubber plugs (x2)

YELLOW BAG

#8 - 3/4"
Self-tapping
screw (x2)
5/16"-18 Lock nut ,
serrated (x2)

O

5/16"-18 - 3/4"
Bolt (x2)

1/4" x 1-1/4"
Lag screw (x4)

Safe-T- Beam®
sensor

Safe-T- Beam®
source

Parts List
(A) 	Powerhead end rail
section
(B) Middle rail section
(C) Door end rail section
(D) Door arm, curved
(E) Powerhead lens cover
(F) Door arm, straight

(G)
(H)
(I)
(J)
(K)
(L)

Mounting straps
Powerhead bracket
Powerhead
Shuttle
Rail connector
Emergency release cord

(M)	Safe-T-Beam and wall
console electrical wire
(N) Remote
(O) Wall console
(P)	
Wireless keypad
(Optional on some models)

1. Check door height; doors over 7' and up to 8' height require a Rail Extension Kit (available at leading retail stores)

Rail Assembly

2. If you need an extension kit, You MUST fully read Extension Kit instructions and
warnings before proceeding.

(CLEAR BAG)

1a.	Slide one rail connector (K) over Powerhead end rail section (A) until it locks. If necessery to unlock rail connector, use
flat-head screwdriver to gently bend tab up and remove connector. Once removed, bend tab back down to lock with rail.
1b. Slide middle rail section (B) into the rail connector (K) until it locks.
1c. Slide second rail connector (K) onto other end of middle rail section (B) until it locks.

1e

K

Disengaged

Shuttle

J

J

DO YOU NEED AN EXTENSION KIT?

1a.

1d. Slide door end rail section (C) into the rail connector (K) until it locks.
1e. Align grooves along shuttle (J) into door end rail (C). Slide shuttle over carriage until it locks into place.
1f.	Secure screw drives of each section with (2) collars and (2) clips. If necessary, press down on shuttle/carriage and then push
screw in end rail section (C) to mate with screw in middle rail section (B).

Engaged

Carriage

Grooves

A

Engaged

Grooves along shuttle
fit into rail.

B

BI-DIRECTIONAL

J
K
C

K
B

C

C

K

1b.

Door rail end

B

1c.

1f

Clip
Collar

1d.

1e.

Bearing
block

1f.

A

Powerhead
rail end

Slide collar over
long hook

Mate hooks

Slide collar
over joint

Snap clip
behind collar

ATTACH RAIL TO POWERHEAD

Mounting Rail BRACKET
ON HEADER (ORANGE BAG)

(BLUE BAG)

2a.	Flip the rail (A) over with the open side
facing down, and slide the shaft coupler large hole over the screw drive.
2b. Align shaft coupler small hole with
the motor shaft and slide screw drive and
coupler together onto the motor shaft.
NOTE: T he motor shaft can be rotated
using a 3/8" wrench.

Shaft coupler

A

2b

Shaft coupler

Large
hole

2a

I
A

Small
hole

3a.	Determine “highest point of door travel”:
1. Get on a ladder to the side of your garage door.
2. Have someone lift the door open slowly.
3. A s the door is raised, find the highest point where the door extends above the door tracks—that is
the highest point of door travel. For sectional doors this is typically where the top door roller exits the
curved portion of the track onto the horizontal section as the door is raised.
4. With a tape measure, determine the distance from the highest point of door travel to the floor.
3b.	Place a mark on the header at the highest point of door travel, preferably at the center of the door (measured side to side).
3c. Position the header bracket above the highest point of travel:
· 2-1/2" above for sectional (hinged) doors.
· 6" above for one-piece (non-hinged) doors.
3d.	Drill 5/32" pilot holes in header and secure bracket with 5/16" x 1-3/4" lag screws.

Highest Point of Door Travel		

NOTE: The large hole fits over the screw drive and
the smaller hole fits over the motor shaft.
NOTE: The powerhead light/lens will face away
from the door.
2c. P lace powerhead bracket (H) on top
of rail with tongue of bracket (inset)
inserted into slot on the rail and plastic
bearing block.
2d. Align powerhead bracket (H) holes with
holes on powerhead (I) and secure with
1/4"-14 - 5/8" tapered flange screws. DO
NOT over-tighten the screws.
NOTE: The tongue of the powerhead bracket
must fit through the rail slot and into
the plastic bearing block.

3a

2c/2d

1/4"-14 - 3/4"
Tapered flange screw (x6)

I

H

Header
bracket

2-1/2" above
highest point of door travel
Highest point
of travel

Typical Installation
3b-d

5/16" x 1-3/4" Lag screw

Door centerline
Header bracket

Header
Track

Sectional
door

A

Plus 2-1/2" for
sectional doors
Plus 6" for
one-piece doors

Distance from the
highest point of
door travel to the floor

Header

Highest point
of door travel as
door opens

Slot

WA R N I N G
NOTE: T o prevent damage to motion
sensor (not on all models) DO
NOT remove foam cushion
from underside of
powerhead.
Slot

Protective foam cushion

Door springs are under high tension. If spring or shaft is in the way, measure above spring or shaft on the
garage door centerline and mark as location for header bracket. DO NOT ATTEMPT TO MOVE, ADJUST,
OR REMOVE DOOR SPRING!

C AU T I O N
Header Bracket must be fastened to garage framing. DO NOT fasten to drywall, particle board, plaster, or
other such materials.

ATTACHING RAIL TO
BRACKET (ORANGE BAG)
4a.	Elevate powerhead assembly and position door
end rail section (C) inside bracket.

MOUNTING POWERHEAD
TO CEILING (GREEN BAG)

4a

5a

Protective material to prevent
damage to the door

Door

Header
bracket

Door track

NOTE: Rail should be level to floor. For tall garage
ceilings additional hanging angle and hardware
may be required and is available at leading
retail stores.

Protective
foam cushion

NOTE: Support powerhead and have a
second person assist during this step.

Cross piece
location

Door
centerline

"
114

5a.	If possible, lift and support powerhead while a second person
fully opens the door. Insert a 2" x 4" board, cardboard
or towel between door and rail, to protect door. Position
powerhead over the centerline of door and allow it to rest on
board. Otherwise, measure and mark ceiling 114" back from the
header, aligned with the centerline of the door.
5b.	Angle the mounting straps (G) and attach to joists with
two 5/16" x 1-3/4" lag screws provided in the green
bag. For finished ceilings, attach a cross-piece (not
5b
5b
supplied) to joists using lag screws and secure
mounting straps to the cross-piece with 5/16"-18
5/16"-18
bolts & nuts
bolts and nuts (not supplied).
(not supplied)
5c.	Raise powerhead unit so that there is sufficient
Hidden
clearance between door and rail. Cut or bend
joists
mounting straps as needed to align with the
powerhead and level rail.
5d.	Secure powerhead to mounting straps using 5/16"-18
- 3/4" bolts and nuts provided in green bag. Ensure
powerhead is centered with the door and remove
the 2"x 4" board and/or other protective material.

4b.	Align holes in rail with holes in bracket.
4c.	Slide clevis pin through holes in rail and
bracket and secure with speed nut by
pressing the speed nut ends together.

4b
Speed nut
Squeeze ends of speed nut to
install on pin.

4c

114"

C

Speed nut

Clevis pin, Long

Open Beam Ceiling
5d
Attach
to joists
5/16" 18 - 3/4"
Bolt

Lag screws

5/16" x 1-3/4" Lag screws
Cross piece
(not included)
Lag screw

GG

Finished Ceiling
5d
5/16" - 18
Nut
5/16" 18 - 3/4"
Bolt

Lag screws
5/16" - 18 - 3/4"
Bolt

ATTACHING DOOR BRACKET
TO DOOR (ORANGE BAG)
Sectional Door (Typical):
6a.	Center bracket on door. Attach near
approximate height as top rollers.
6b.	Using bracket, mark holes on door or frame.
6c.	Drill 1/8" pilot holes partially through the
door.
6d.	Secure with 1/4"- 20 - 3/4" self-drilling screws.
6e.	Some garage door manufacturers provide
door brackets that CAN be used with your
Genie Door Arms.

ATTACHING DOOR ARM TO DOOR
BRACKET & SHUTTLE (BLUE BAG)

6a

Top roller

Door centerline

e

t
igh

h
ate
xim
o
r
p

op
as t

rs.

e
roll

r ap

ea
ch n

a
Att

7a.	Secure emergency release cord (L) to shuttle
(J) in rail. Secure release handle (in orange bag) to
opposite end of cord (L).
7b.	Using the emergency release cord, disengage the
shuttle and move it toward the door, about 16" from
the header.
7c.	Sectional Doors typically accept curved door arm (D).
Connect the straight arm to the shuttle using clevis and
cotter pins. In some cases, just the straight door arm (F)
may be used if the doorbracket is mounted on the top
edge of the door.

7c

Door centerline

Door
centerline

J
Release handle
(Orange Bag)

7c
Clevis pin

6d Sectional (Wooden)

L

7d.	With the door closed, attach the curved and straight
door arms together using 3/8" bolts and nuts. Space
the fasteners as far apart as possible.
NOTE: Overall length of both arms should be minimized, but not so short that the straight arm is vertical or
exceeds 30° from the header.
NOTE: One-Piece Door (Top edge/Face mounted) instructions are in the Operation and
Maintenance Manual provided.

Sectional Door (Wooden):
6a.	Center bracket on door. Attach near
approximate height as top rollers.
6b.	Using bracket, mark holes on door or frame.
6c.	Drill 9/32" holes completely through the door.
6d.	Fasten bracket with 1/4" x 2" carriage bolts
and nuts (not provided)
NOTE: O ne-Piece Door (Top Edge/Face Mount) instructions are in the Operation and
Maintenance Manual provided.
6d Sectional (Typical)

7a

Clevis pin

D

6e Top of door
J

Door centerline
Cotter pin

Cotter pin

F
Door bracket

7c (Alt.) Straight arm top of door
Door Centerline

7d

Header

Door end rail section

30° max

C AU T I O N
Doors made of masonite, lightweight wood, fiberglass, and sheet metal must be properly braced before
mounting door operator. Contact door manufacturer or distributor for any questions or concerns. The Genie®
Company is not responsible for any damage caused due to an improperly braced door.

Door

F

D
3/8"- 16 - 7/8" Bolt and
3/8" Lock nut

INSTALLING SAFE-T-BEAM®

INSTALLING WALL CONSOLE

(YELLOW BAG)

• READ ALL STEPS BEFORE PROCEEDING
8a.	Position Safe-T-Beam® (STB) source and sensor on each
8a Wall mount
Sensor
side of garage door 5"-6" above floor. Face the lenses
toward each other, as shown.
8b.	Mark bracket mounting holes; drill 3/32" pilot holes and
ax
6” m in
m
secure with (4) 1/4" x 1-1/4" lag screws (provided) into
”
5 floor
ve
wood. If mounting into concrete or block, other fasteners
abo
are required and are available at leading retail stores.
8c.	Use garage pre-wiring if available. Otherwise,
Floor mount option
route 2 lengths of wire (M) from powerhead, along the
rail, across the header and down both sides of
8c Insulated
the door, to each sensor. Secure the wire to the
Wire clips here
staples here
rail using the wire clips in the orange bag, evenly
spaced along the rail. Then use the insulated
staples in the green bag to secure each wire to
Powerhead
the wall.
8d.	On the powerhead, insert both wires down
M
through the control wire tube. Remove 1/4"
insulation from both sets of white and striped
wire. Twist two white wires together. Using a
Sensor
small flat head screwdriver, press in the
Source e
orange tab at terminal 1 and insert the
wires. Twist the two striped wires together and
8d
insert into terminal 2. Ensure the wires are in
TOP VIEW
their terminal, adjust as necessary.
Control
8e.	At each sensor, remove 1/4" insulation from
wire tube
AC Powered Models
the white and striped wires and secure in
BOTTOM VIEW
To sensors
each terminal. Ensure the wires are secure at
each terminal; adjust as necessary.
1 2

8e

3 4

Control
wire tube

DC Powered Models

T

To sensors

1 2

3 4

Sensor/Source

C AU T I O N
When using insulated staples, make only snug enough to hold electrical wire in place. Staples too tight can
cause damage to wire and cause Safe-T-Beam® System to malfunction.

9a.	Use garage pre-wiring if available. Otherwise, route wire 9c
(M) from powerhead to the desired location for the wall
control. Secure wire with insulated staples (green bag).
9b.	On the powerhead: insert wire down through
the control wire tube. Remove 1/4" insulation from
white and striped wire. Using a small flat head
screwdriver, press in the orange tab and insert
the white wire in terminal 3 and the striped wire
in terminal 4. Ensure the wires are secure in each
terminal, adjust as necessary.

To powerhead

O

B/W

W

9b
Striped

White

Control
wire
tube

To wall
console

To wall
console

I

1
To wall
console

2

3

4

DC Powered Models

9c.	At the wall console end of the wire, remove 1/4"
insulation from
the white and striped wires and secure the white wire to the "W"
terminal and the striped wire to the "B/W" terminal as shown. Ensure
the wires are secure at each terminal, adjust as necessary.
9d.	Mark the wall console mounting holes, drill 3/32" pilot holes and mount
with #6 x 1-1/4" screws (provided). If mounting to drywall, anchors will be
required (not provided).
9e.	Post the "ENTRAPMENT WARNING LABEL" (Included in the
Operation and Maintenance Manual) next to the wall console.

1

2

3

4

AC Powered Models

WARNING

I

NOTE: If pre-wiring is used, ensure that after power is applied to the powerhead (in Step 11), the wall console and
Safe-T-Beam® LEDs come on. This confirms the wiring is correct. If not, you may need to individually wire each
Safe-T-Beam® and wall console at the powerhead.

WA R N I N G
Use of any other wall control can cause unexpected operation of the door and loss of lighting feature.
Locate wall console within sight of door and far enough from door to prevent contacting it while operating
the console. Control must be at least 5 feet above floor to prevent small children from operating it.

LIGHT ASSEMBLY

CONNECTING POWER

10a. 	Install light bulbs into powerhead (I).
NOTE: D O NOT exceed maximum wattage. Each light bulb should be no more than 100W (Model 2562 requires
light bulbs of no more than 60 watts.)
10a

Each light bulb must be 100W or less

Compact CFL bulbs can be used.

I
Motor cover

I

Operator is equipped with grounded electrical plug for your protection, and only fits grounded electrical
outlets. DO NOT alter plug in any way! If you have no grounded outlets, have one installed by a
licensed electrician. Operator must be properly grounded to prevent personal injury and equipment
damage. NEVER USE AN EXTENSION CORD! Check local building codes for any requirement that you must
have a permanent hard-wired connection. NEVER REMOVE MOTOR COVER. All work inside cover must
be performed by a licensed electrician using proper tools and instructions.
For Permanent Wiring by an Electrician:
11a. Cut existing wires OUTSIDE CHASSIS.
11b.	The wire connections must be made INSIDE CHASSIS and there must be at least 6" of new power supply
line wire INSIDE CHASSIS. (Conduit is optional. Conduit, strain relief, and wire nuts are not provided.)

Ground
Hot
Wire nuts

10c
Tab

E

WA R N I N G

11b

10b.	Insert powerhead lens hinge (E) into slots in motor cover on powerhead (I).
10c.	Swing lens (E) up into place. It may be necessary to squeeze lens slightly to align
tabs with slots at top of motor cover.
10d.	Insert rubber plugs (in orange bag) into powerhead accessory holes if present.
10b

For Grounded Outlet connection:
11a. Plug in the power cord. Coil excess cord and tape or twist tie it to top of powerhead. (DO NOT PLACE
ABOVE LIGHT BULBS.)

Neutral

NOTE: After power is supplied to the powerhead: (1) Check if the red and green Safe-T-Beam® LEDs are lit. If not,
return to step 8 and check wiring. (2) See if wall console red LED is lit. If not, check if a blue LED on powerhead
is blinking. If yes, press the "LOCK" button on the wall console. (Wall console LED should now be lit.) Otherwise,
return to step 9 and check wiring.

10d

YOU ARE NOW READY TO PROGRAM!

NOTE: Remove and discard foam
cushion at this time.

Refer to PAGES 7-8 of the Operation and
Maintenance Manual for programming instructions.
Rubber plugs

C AU T I O N
DO NOT run operator until travel limits have been set to avoid damage to unit.



---

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