VeriFone UX301 User manual

Public | External UX User Manual | Version 1.2 | July 24, 2017
UX External User Manual
Verifone, Inc.
100 Eureka Park, Ashford, Kent, TN25 4AZ

Public | External UX User Manual | Version 1.2 | July 24, 2017
UX User Manual 2
REVISION HISTORY
Version
Author
Date
Changes
1.0
MKB
09/06/2017
First Release
1.1
MKB
19/06/2017
Removed Internal references
1.2
MKB
24/07/2017
Updated, terminal number and power supply

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CONTENTS
REVISION HISTORY...............................................................................2
CONTENTS.............................................................................................3
1. INTRODUCTION .................................................................................4
2. GET TO KNOW THE UX SUITE OF DEVICES ...................................5
2.1 UX 301 –FRONT................................................................................................5
2.2 UX 301 –REAR..................................................................................................5
2.3 UX 100 –FRONT................................................................................................6
2.4 UX 100 –REAR..................................................................................................6
2.5 UX 401 –FRONT................................................................................................7
2.6 UX 401 –REAR..................................................................................................7
2.7 INSTALLATION INSTRUCTIONS......................................................................8
2.8 UX 301 LED INDICATOR...................................................................................9
2.9 UX 401 LED INDICATOR...................................................................................9
3. ENVIRONMENTAL FACTORS .........................................................10
3.1 UX 401..............................................................................................................10
3.2 UX 100..............................................................................................................10
3.3 UX 301..............................................................................................................10
3.4 POWER ............................................................................................................10
3.5 HOW TO INSERT A CARD..............................................................................11
3.6 HOW TO PROCESS A CONTACTLESS CARD..............................................11
4. HOW TO RESET ANTI-REMOVAL SWITCHES ...............................12
5. HOW TO CONNECT YOUR DEVICE................................................14
5.1 ETHERNET...................................................................................................14
6. TRANSACTION PROCESSING........................................................17
6.1 SALE ............................................................................................................17
7. CONTACT DETAILS.........................................................................19

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1 INTRODUCTION
This guide is the primary source of the information for setting up, installing and screen messages
that will be seen during transaction processing on the Verifone UX 301, UX 100 and UX 401
payment device, when used in conjunction with the PAYWare Ocius Gateway.

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2. GET TO KNOW THE UX SUITE OF DEVICES
This section will allow the operator to understand the various aspects of the devices that make up
the UX suite. The suite of devices is the UX 301 (card reader), the UX 100 (pin pad) and the UX
401 (contactless reader).
2.1 UX 301 –FRONT
2.2 UX 301 –REAR
Anti-Removal
switch
Anti-Removal
switch
Card Slot
Mounting Stud
Holes
Status Lights
UX 100 Port (C)
Ethernet Port (E)
Power (D)
System Mode
Access
UX401 Antenna Port (B)
UX401 Power Port (A)

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2.3 UX 100 –FRONT
2.4 UX 100 –REAR
Anti-Removal Switches
Cardholder display
Keypad
Mounting stud holes
USB Connector Port (C)
Terminal Serial Number

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2.5 UX 401 –FRONT
2.6 UX 401 –REAR
Mounting stud holes
LED Indicator
Contactless Reader
Terminal Serial Number
Antenna Port (B)
Power Port (A)

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2.7 INSTALLATION INSTRUCTIONS
In conjunction with the images located in sections 2.1 to 2.6, this section will add further detail
about the cables and their placement.
Cable
Location
Connecting Ports
Cable Image
RJ45 Power Cable
UX301 –UX401
A
Antenna Cable
UX301 –UX401
B
USB Data/Power
Cable
UX301 –UX100
C

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Cable
Location
Connecting Ports
Cable Image
Power Cable
UX301
D
Ethernet
UX301
E
Not supplied by Verifone.
2.8 UX 301 LED INDICATOR
Condition
Colour
Cadence
Card Read
Red and Green
Solid
System Mode
Orange
Solid
Application Started
Green Only
Solid
Terminal Rebooting
Red, Green and Orange
Solid
2.9 UX 401 LED INDICATOR
Condition
Number of Lights
Cadence
Terminal Ready
1
Slow Blink
Card Processing
4
Solid

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3. ENVIRONMENTAL FACTORS
Using the terminal outside of these boundaries could cause the terminal to malfunction during
operation.
If this device is to be used in any environment where the temperature range exceeds the operating
temperature, it is the responsibility of the integrators to ensure that the ambient environment is
controlled in such a way to ensure that the product operates within the specified temperature
range.
3.1 UX 401
•-30° to 70° C (-22° to 158° F) operating temperature
•-30° to 70° C (-22° to 158° F) storage temperature,
•10% to 90% relative humidity, non-condensing
•IP65 Rated
3.2 UX 100
•-20° C to 70° C (-4° F to 158° F) operating temperature,
•-25° C to 70° C (-13° F to 158° F)
•10% to 90% relative humidity, non-condensing
•IP65 and IK09 Rated
3.3 UX 301
•-30° to 70° C (-22° to 158° F) operating temperature
•-30° to 70° C (-22° to 158° F) storage temperature,
•10% to 90% relative humidity, non-condensing
•IP34 Rated
3.4 POWER
The only device that requires being connected to the mains is the UX301, both the UX100 and
UX401 draw power from the UX301.
•Power Supply: 12 V DC 3.3 A

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3.5 HOW TO INSERT A CARD
1 Position the card with the contacts facing
upwards
2 Insert the card into the smart card reader in until
it seats firmly
3.6 HOW TO PROCESS A CONTACTLESS CARD
1 Present the card at the top of the screen as
shown in the picture.
2 Keep the card within 4cm of the device until the
device beeps.

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4 HOW TO RESET ANTI-REMOVAL SWITCHES
The UX301 and UX100 are fitted with two anti-removal switches each, as part of the setup you
will need to reset these switches to ensure that the device operates as expected. This will need
to be carried out every time any one of the switches is triggered. During normal operation, these
should only need to be reset after installation of the device.
Step
Instruction
Screen Information
1
Plug the device in, using the supplied
power supply.
2
At the Ready Screen, press the System
Access Mode button
3
Press Enter.
Note, the ARS TRIGG will vary depending
on which device the anti-removal switches
have been triggered on.
4
Enter the Switch1 Password.
The default can be obtained from the
appropriate team detailed in the appendix.
5
Enter the Switch2 Password.
The default can be obtained from the
appropriate team detailed in the appendix.
6
Once reset, this screen will be shown
briefly
In the even the switches cannot be reset,
an error will be displayed.
Ready
Out of Service
Reset
Ux1: ARS TRIGG
Ux3: ARS TRIGG
Switch1
Password:
Switch2
Password:
Removal Switch
Reset
succeeded!

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Step
Instruction
Screen Information
7
Once complete the terminal will return to
this screen.
8
Select Option 8, Exit
9
Select Option 1, Reboot
Login
Level 2
Level 1
supervisor
supervisor
Exit
Run app
Ux100
Exit
Logout
Reboot

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5 HOW TO CONNECT YOUR DEVICE
Please notethat most option numbers donot have numbers assigned, however, the menuoptions
will respond to the numbers in the guide. To navigate up and down the menus, the arrow keys
should be used.
5.1 ETHERNET
This section will cover setting up the Ethernet connection when both the network is DHCP and
static.
Step
Instruction
Screen Information
1
Plug the device in, using the supplied
power supply.
2
At the Ready Screen, press the System
Access Mode button
3
Select option 1, Supervisor.
4
Enter the Supervisor pin.
5
Select option 2, Administration.
Ready
Login
Level 2
Level 1
supervisor
Supervisor
Password:
supervisor
Update
Administration
Information

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Step
Instruction
Screen Information
6
Select option 3, Network
7
Select option 2, Ethernet
8
Ensure that Enabled is set to on.
If set to on go to step 11
9
Select option 2, Enabled:
10
Press the Up Arrow
11
Ensure that Enabled is now set to on
The default is DHCP, if you require static IPs then follow steps 11-15 if not, skip to step 16.
13
Select Option 5, DHCP.
Administration
Network
Timezone
Date/Time
Network
Network
Ethernet
IP Status
Ethernet
Speed: Auto
Enabled: off
Name: eth0
SYSMODE
Yes No
Enabled: on
Activate on
Boot?
SYSMODE
Yes No
Activate on
Boot?
Ethernet
Speed: Auto
Enabled: on
Name: eth0
Ethernet
Speed: Auto
MTU: Default
DHCP: on

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Step
Instruction
Screen Information
14
Press the down arrow to disable DHCP
15
Enter the required IP address. Once
entered press the enter key to save.
This image shows the correct way to add
in the IP Address of 192.168.7.123
16
Enter the required NETMASK address.
Once entered press the enter key to save.
17
Select Option 8, GW
Enter the required gateway address.
Once entered press the enter key to save.
18
Press Cancel until Supervisor is displayed
as the menu header.
19
Select Option 8, Exit
20
Select Option 1, Reboot
SYSMODE
Yes No
Use DHCP?
LOCAL IP
Yes No
192.168.007.123
NETMASK
255.255.255.000
GATEWAY
255.255.255.000
supervisor
Update
Administration
Information
supervisor
Exit
Run app
Ux100
Exit
Logout
Reboot

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6 TRANSACTION PROCESSING
This section will cover the on-screen messages that you will see on the terminal. Please note
messaging will be dependent on the settings enabled on the account and level of integration
performed by your POS provider.
6.1 SALE
Step
Instruction
Screen Information
1
The terminal is ready to receive an instruction
from the POS.
2
Present or Insert the payment card.
3
Enter your PIN number.
Note –This will only show if have inserted
your card.
4
The UX is connecting to the Verifone
PAYWare Ocius Gateway.
Ready
Enter Pin
£10.00
Present or Insert Card
Sale
£10.00
Sale
Connecting 1/3
Please Wait

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Step
Instruction
Screen Information
5
The UX is awaiting a response from the
Verifone PAYWare Ocius Gateway.
6
The transaction has been successfully
approved.
7
Card processing has been completed by the
UX, and the card holder can remove their
card.
8
The cardholder copy of the receipt is being
printed by the POS.
9
The transaction has been completed and the
terminal is ready to receive an instruction
from the POS.
Ready
Sale
Authorising
Please Wait
!
Amount £10.00
Sale
Approved
Transaction
Approved
!
Sale
Approved
Transaction
Approved
!
Sale
Printing
Please wait
Receipt is
printing

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7 CONTACT DETAILS
VERIFONE SERVICES UK & IRELAND
100 Eureka Park
Ashford
Kent
TN25 4AZ
PAYWARE OCIUS MERCHANT HELPDESK
T: 08444 828 222
E: Ocius.helpdes[email protected]
Monday –Saturday –08:00 –20:00
Sunday –10:00 –17:00
Bank Holidays –08:00 -20:00
Closed Christmas Day.
TECHNICAL SERVICES
T: 08444 828 273
E: uk.tech[email protected]
Monday –Friday 09:00 –17:30
Saturday & Sunday –Closed
Bank Holidays - Closed
CUSTOMER SERVICES
T: 08444 828 268
E: [e-mail]
Monday –Friday –09:00 –17:30.
Saturday & Sunday –Closed.
Bank Holidays - Closed.
SALES ENQUIRIES
T: 08444 828 203
E: [e-mail]