VeriFone UX301 User manual

UX 301 Direct Connect
Quick Reference Guide
Software Version: DC 4.xx
Documentation Version: 1.0
Documentation Date: 2 March 2021

Getting Started Guide - Moneris UX 301 with Direct Connect 1
Contents
1Introduction............................................................................................................2
1.1 Moneris account information............................................................................................................ 2
1.2 Card types supported........................................................................................................................ 2
1.3 UX 301 hardware .............................................................................................................................. 3
2Understanding the UX 301 components..................................................................5
2.1 Main hardware modules ................................................................................................................... 5
2.2 Securing the PINpad and the card reader .......................................................................................... 5
2.3 Connecting the components.............................................................................................................. 6
2.3.1 Connect UX301 to UX100 ...................................................................................................................6
2.3.2 Connect UX301 to UX401 Contactless Reader ...................................................................................6
2.3.3 Connect the Power Supply .................................................................................................................7
2.3.4 Connect UX301 to the PC / ECR..........................................................................................................7
2.4 Configuring the UX 301 for the first time........................................................................................... 8
2.5 Preparing your firewall...................................................................................................................... 8
2.6 Setting up PC / ECR communication .................................................................................................. 8
2.7 Syncing with Moneris........................................................................................................................ 9
2.8 Validating account information....................................................................................................... 12
2.9 Restarting the application ............................................................................................................... 13
3Troubleshooting ...................................................................................................14
3.1 Error messages displayed on the UX100 .......................................................................................... 14
3.2 Error codes sent to the ECR ............................................................................................................. 14
4Merchant support.................................................................................................15

Getting Started Guide - Moneris UX 301 with Direct Connect 2
1Introduction
Use this guide to understand how your UX 301 unattended solution works, including:
The various hardware components
How the hardware components are connected;
How to set up communication with your electronic cash register (ECR)
How to sync the device with Moneris; and
How to check your account settings (merchant ID, ECR ID, PED ID and others)
Common error messages and solutions
How to get help
Important: Consult your integration provider to understand their support process before making any changes to
your hardware or software.
1.1 Moneris account information
Make sure you are aware of your account information:
Account information
Characteristics
Merchant ID number (MID)
Usually 13 digits beginning with 0030
Electronic cash register ID (ECR ID)
8-digits beginning with 66. Assigned by Moneris
Terminal ID (PED ID)
Starts with U2.
1.2 Card types supported
The UX 301 solution supports these contact and contactless card types:
Visa, Visa Contactless
Mastercard, Mastercard Contactless
American Express, American Express ExpressPay
Interac, Interac Flash
Discover, Discover D-PAS Contactless (no support for ZIP)
UnionPay, UnionPay QuickPass
JCB, JCB Contactless

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1.3 UX 301 hardware
These are the hardware components that make up the UX 301 unattended solution.
Item
Part number and description
M159-100-00-CAB
UX 100 Display with Canadian keypad
M159-301-000-WWA
UX 301 Card reader
M159-401-000-WWC
UX 401 Contactless reader
PWR159-002-01-A
Power supply

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Item
Part number and description
CBL258-006-01-A
Power cord
CBL159-313-02-A
Ux301/Ux401 Communication cable
CBL159-302-03-A, RJ-45 Cable 0.5M
Ux301/Ux401 Communication cable
26264-02-R
RS-232 Serial Cable. Connects the UX 301 to PC/ECR. Other options are
USB cable and Ethernet cable.
CBL000-045-01-A
USB Cable to connect UX 301 to UX 100

Getting Started Guide - Moneris UX 301 with Direct Connect 5
2Understanding the UX 301 components
2.1 Main hardware modules
The VeriFone UX 301 hardware set consists of these 3 modules:
the UX 100 PINpad and screen
the UX 301 Card Reader / Controller, and
the UX 401 Contactless Reader (optional)
2.2 Securing the PINpad and the card reader
The UX100 and UX301 modules must be mounted in their intended kiosk, or secured with Anti-Removal Switch
(ARS) brackets to close/clamp the tamper switches, as shown below.
Securing the UX 100
Securing the UX 301

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2.3 Connecting the components
2.3.1 Connect UX301 to UX100
Connect the UX301 to the UX100, as shown in the following illustration, using the USB cable (CBL000-
045-01-A) provided. There are 2 USB ports next to the LAN port on the UX 301. Use the USB port that
is further away from the LAN port.
2.3.2 Connect UX301 to UX401 Contactless Reader
Connect the UX301 to the UX401 contactless card reader, as shown in the following illustration, using the RJ-45
(CBL159-302-03-A) and SMA (CBL159-313-02-A) cables provided.

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2.3.3 Connect the Power Supply
Connect the power cable to the power port on the UX301 and connect the other end to a power source, as
shown in the following illustration. Use the power cable provided.
Note: The Moneris power cable has a 4-pin connector.
2.3.4 Connect UX301 to the PC / ECR
Connect the UX 301 to your PC / ECR using an RS232 Serial cable, USB cable, or LAN cable.

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2.4 Configuring the UX 301 for the first time
Your integrator will configure the device to work with your electronic cash register (ECR) software.
2.5 Preparing your firewall
During synchronization with Moneris, the UX 301 is configured to communicate with the Moneris host.
Action: Ensure your firewall allows access to the URLs and ports shown in the table below.
Note: Only production hardware can connect to the production host. Development hardware must be used to
connect to the development host.
The UX 301 solution will connect to these URLs and IP addresses in the production environment.
System Description
URL
IP Addresses (Site 1)
IP Addresses (Site 2)
Moneris host
ipg1.moneris.com
23.249.192.33
23.249.200.33
Moneris Terminal
Management System
(TMS)
tms.moneris.com
Port 1124
2.6 Setting up PC / ECR communication
1. On the UX 100 keypad, press the FUNC key when the UX 100 displays the software version. You have a
2-second window during the start-up process to access the Setup Menu. (If you miss the 2-second window,
refer to Restarting the application on page 13.)
CA 4.01-C
Please wait…
Attendez SVP…
SETUP MENU
Info
Sync with Moneris
ECR COM
Language

Getting Started Guide - Moneris UX 301 with Direct Connect 9
2. On the SETUP MENU, scroll down to ECR COM (using the CHQ key), then press the OK key. The ECR COM
menu appears.
SETUP MENU
Info
Sync with Moneris
ECR COM
Language
ECR COM
RS232 SER
LAN TCP
USB SER
3. The default method of communication with your ECR is serial mode. To change it, scroll down and select
one of the following:
LAN TCP. Select this method of communication if you used a LAN cable to connect to your ECR.
Note: The LAN connection uses dynamic IP addressing (DHCP) by default. To use static IP addressing,
contact your integration provider.
USB SER. Select this method of communication if you used a USB cable to connect to your ECR.
4. To return to the Setup Menu, press the CANC key on the UX100 PINpad.
2.7 Syncing with Moneris
The UX 301 is designed to sync with Moneris in order to retrieve configuration information. This can be done
through the “Sync with Moneris” function on the Setup Menu.
1. Press the FUNC key while the UX 100 displays the software version. There is a 2-second window during the
start-up process to access the Setup Menu. If you miss the 2 second window, refer to Restarting the
application on page 13.
CA 4.01-C
Please wait…
Attendez SVP…

Getting Started Guide - Moneris UX 301 with Direct Connect 10
2. On the Setup Menu, scroll down to Sync with Moneris (using the CHQ key), then press the OK key.
SETUP MENU
Info
Sync with Moneris
ECR COM
Language
3. Enter your 13-digit merchant ID (MID) which starts with 00, then press the OK key. The UX 301 will
synchronize its settings and configuration with Moneris TMS.
ENTER 13-DIGIT MID
Press OK to Continue
Syncing with Moneris
Please wait ...
The UX 301 can also be synced with Moneris via the API. For further information, contact your integration
provider.
4. Once synchronization with Moneris TMS is complete, the terminal will initialize with the Moneris host.
Syncing with Moneris
TMS init completed
Please wait
Host initialization
Please wait ...

Getting Started Guide - Moneris UX 301 with Direct Connect 11
5. After initialization with the Moneris host is complete, the terminal is configured. Press the OK key to return
to Setup Menu.
Host initialization
Completed
Press OK to Continue
SETUP MENU
Info
Sync with Moneris
ECR COM
Language
6. Choose one of the following actions:
To validate the merchant account information retrieved during synchronization, go to 3.4.2 Validating
account information below.
To proceed with processing transactions, press the CANC key. The OPEN-OUVERT screen appears.

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2.8 Validating account information
You can view account information on the Setup menu. To access the Setup menu, you can restart the
application (page 13). During start up, press the FUNC key when the device displays the software version. You
have 2 seconds to do this.
1. On the Setup Menu, make sure INFO is highlighted, then press the OK key.
SETUP MENU
Info
Sync with Moneris
ECR COM
Language
2. On the INFO menu, select each menu item (Merchant ID, ECR ID…) and press the OK key on the UX 100
keypad to view the information.
INFO
Merchant ID
ECR ID
PED ID
Merchant name
Merchant address
IPGATE URL
TMS URL
ECR COM
PCI reboot time

Getting Started Guide - Moneris UX 301 with Direct Connect 13
2.9 Restarting the application
During the start-up process, if you miss the 2 second window to get into the Setup menu, you can restart the
application by following these steps.
1. On the back of the UX 301, press the service button.
2. On the UX 100 keypad, press the CANC key once.
3. On the UX 100 screen, select Run App.
The screen displays the version/please wait screen.
4. Within 2 seconds, press the FUNC key to access the Setup menu.

Getting Started Guide - Moneris UX 301 with Direct Connect 14
3Troubleshooting
This section lists possible problems that may occur with a UX301 device, together with suggested solutions.
Note: The unit comes equipped with tamper-evident labels. The reader contains no user-serviceable parts. Do
not, under any circumstance, attempt to disassemble the unit. Service conducted by parties other than
authorized Moneris representatives may void any warranty.
3.1 Error messages displayed on the UX100
Error Message
Solution
Syncing with Moneris
The MID you entered
doesn't match our
record. Press OK to
re-try
The merchant ID entered does not correspond to the Merchant ID
your device is configured under. Please confirm your TID and
matching MID, then re-enter the correct MID.
Invalid MID
1234567890
Please verify format
Press OK to re-try
Make sure the complete 13 digit MID is entered, beginning with
0030.
Syncing with Moneris
ERR 9003: TMS Error
Press OK to re-try
Or CANC to abort
Error 9003 indicates there is an issue trying to reach TMS.
Check your network connection and ensure that your Ethernet
cable is connected correctly to the Ux301.
3.2 Error codes sent to the ECR
Error Code
Solution
61001
The merchant ID entered does not correspond to the Merchant ID your device is configured
under. Please confirm your TID and matching MID, then re-enter the correct MID.
61420
This error indicates there is an issue trying to reach TMS. Check your network connection and
ensure that your Ethernet cable is connected correctly to the Ux301.

Getting Started Guide - Moneris UX 301 with Direct Connect 15
4Merchant support
To obtain support for the UX 301 unattended solution, follow these directions.
Situation
Directions
The UX 301 is not working as
expected.
Contact your integration provider. Most of the UX301 functions and
configuration settings are controlled by your integration provider.
Follow your integration provider’s support process before contacting
Moneris.
The integrator has completed their
troubleshooting but transaction
related issues continue.
Contact Moneris Customer Care toll-free at 1-866-319-7450 to
validate payment credentials.

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© 2021 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This document shall not wholly or in part,
in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris
Solutions Corporation. This document is for informational purposes only. Neither Moneris Solutions Corporation nor any of its affiliates shall be liable for
any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this document. Neither Moneris
Solutions Corporation or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any
representation regarding the use or the results of the use of the information, content and materials contained in this document in terms of their
correctness, accuracy, reliability or otherwise. Your credit and/or debit card processing is governed by the terms and conditions of your agreement(s) for
merchant credit/debit card processing services with Moneris Solutions Corporation. It is your responsibility to ensure that proper card processing
procedures are followed at all times. Please refer to the Moneris Merchant Operating Manual (available at: moneris.com/support) and the terms and
conditions of your applicable agreement(s) for credit/debit processing or other services with Moneris Solutions Corporation for details.
(March 2021)