VeriFone UX301 User manual

Verifone Part Number DOC159-026-EN-C, Revision C
UX301
Installation Guide

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Verifone Part Number DOC159-026-EN-C, Revision C
UX301 Installation Guide
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UX301 INSTALLATION GUIDE 3
CONTENTS
PREFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Conventions and Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
CHAPTER 1
Device Overview Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
CHAPTER 2
Setup Selecting Unit Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Unpacking the Shipping Carton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Examining the Unit’s Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ARS and Service Switches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing or Replacing SAM Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Cable Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Mounting the Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Grounding the Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Connecting Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
CHAPTER 3
Specifications Technical Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
CHAPTER 4
Maintenance and
Cleaning
Additional Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
CHAPTER 5
Service and Support Service Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Accessories and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
CHAPTER 6
Troubleshooting
Guidelines
Transactions Fail To Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
CHAPTER 7
Port Pinouts UX301 Port Pinouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
APPENDIX A
Caution and
Warning Messages
UX301 Caution and Warning Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

CONTENTS
4UX301 INSTALLATION GUIDE

UX301 INSTALLATION GUIDE 5
PREFACE
This guide is the primary source of information for setting up and installing the
UX301 unit.
Audience
This guide describes the card reader’s features, and provides the basic
information for its installation and configuration.
Organization
This guide is organized as follows:
Chapter 1,Device Overview. Provides an overview of the device.
Chapter 2,Setup. Explains setup and installation of the device, selecting a
location, and establishing connections with other devices.
Chapter 3,Specifications. Discusses the power requirements and dimensions of
the device.
Chapter 4,Maintenance and Cleaning. Explains maintenance of the device.
Chapter 5,Service and Support. Provides information on contacting your Verifone
service provider and information on how to order accessories or documentations
from Verifone.
Chapter 6,Troubleshooting Guidelines. Provides troubleshooting guidelines
should you encounter a problem with unit installation and configuration.
Chapter 7, Port Pinouts. Shows the different pinout settings for ports on the
UX301 persistent board as well as model-dependent boards.
Appendix A, Caution and Warning Messages. Shows the UL/cUL certification-
compliant translations of all Warning and Caution messages in this installation
guide.
Related
Documentation
To learn more about the card reader and controller device, refer to the following
set of documents and their associated Verifone Part Numbers (VPNs).
Conventions and
Acronyms
This section describes the conventions and acronyms used in this guide.
UX301 Certifications and Regulations Sheet VPN DOC159-024-EN
UX401 Certifications and Regulations Guide VPN DOC159-034-EN
UX401 Installation Guide VPN DOC159-035-EN

PREFACE
Conventions and Acronyms
6UX301 INSTALLATION GUIDE
Document
Conventions
Various conventions are used to help you quickly identify special formatting.
Table 1 describes these conventions and provides examples of their use.
Acronym Definitions
Various acronyms are used in place of the full definition. Table 2 presents
acronyms and their definitions.
Table 1 Document Conventions
Convention Meaning Example
Blue Text in blue indicates terms that
are cross referenced.
See Conventions and
Acronyms.
The pencil icon is used to
highlight important information.
If exchanging cables, use a
Verifone-approved cable.
The caution symbol indicates
possible hardware or software
failure, or loss of data.
Using an incorrectly rated power
supply can damage the unit or
cause it to malfunction.
The lightning symbol is used as
a warning when bodily injury
might occur.
For safety, do not string cables
or cords across a walkway.
NOTE
CAUTION
WARNING
Table 2 Acronym Definitions
Acronym Definitions
ARS Anti Removal Switch
COM Communications port
CTLS Contactless
CTS Clear to Send
DDRAM Double Data Rate Random Access Memory
ETH Ethernet
HW Hardware
PTS PIN Transaction Security
RF Radio Frequency
RJ45 Registered Jack 45 modular connector
RS-232 Recommended Standard 232
RTS Request to Send
SAM Secure Access Module
SMA SubMiniature version A connector
SRED Secure Reading and Exchange of Data
USB Universal Serial Bus
VM Vending Machine
WAN Wide Area Networks

UX301 INSTALLATION GUIDE 7
CHAPTER 1
Device Overview
The UX301 is a card reader processing device that works with UX1xx PIN pads,
UX401 contactless readers, vending machines and the TG-2460H printer. The
reader supports transactions in a variety of environments, specifically in the
outdoor and unattended markets.
Features and
Benefits
The UX301 is Verifone’s card reader and main control unit. It creates an
economical solution for merchants who are looking to expand their payment
acceptance options.
Exceptional Ease of
Use
The following features simplify transactions in various environments:
•Device driver installs USB connections automatically.
•Designed for indoor and outdoor use.
•Sleep mode.
•Various connectivity options integrated into device to conveniently suit most
unattended environments.
•Connects with various Verifone unattended POS terminals.
•Bright LEDs to display card transaction progress.
•Buzzer for audio confirmation of card transactions.
•Conducive design supports payment transactions in a variety of payment
situations, such as vending and kiosk environments.
Compliance
PCI PTS 3.1, PCI-SRED, EMV Level 1 and Level 2, PayPass, PayWave, AMEX
Expresspay2 and Discovery.
Device Capabilities
The UX301 is a main control unit device as well as a magnetic card reader and
smart card reader. This unit connects to vending machines, PCs, and is intended
to connect to peripheral units such as PIN pads, CTLS antennae and external
printers.

DEVICE OVERVIEW
Features and Benefits
8UX301 INSTALLATION GUIDE

UX301 INSTALLATION GUIDE 9
CHAPTER 2
Setup
This chapter describes the setup procedures for the UX301 card reader and
controller, under the following sections:
•Selecting Unit Location
•Unpacking the Shipping Carton
•Examining the Unit’s Features
•ARS and Service Switches
•Installing or Replacing SAM Cards
•Cable Connections
•Mounting the Device
•Grounding the Units
•Connecting Power Supply
•Using the Device

SETUP
Selecting Unit Location
10 UX301 INSTALLATION GUIDE
Selecting Unit
Location
Use the following guidelines when selecting a location for your device.
•Select a location convenient for the customer.
•Avoid dusty, hot or damp locations.
•To minimize data reading or writing errors, pick a location free from magnetic
interference. Choose a spot a safe distance away from objects or units that
generate magnetism.
•Install the unit not more than 0.8m away from the UX401 CTLS Reader.
Choosing Mounting
Location
Choose a mounting location that ensures the card slot is in full view of the
cardholder during card insertion.
Unpacking the
Shipping Carton
Open the shipping carton and carefully inspect its contents for possible tampering
or shipping damage.
To unpack the
shipping carton
1Remove the unit from the shipping carton. The standard package contains the
unit, a grounding cable and a ferrite connector cable (VPN CBL159-309-01-B)
for connecting to an external power supply. Refer to Accessories and
Documentation for more information about the device’s related accessories.
2Remove any protective wrap before mounting the unit.
3Save the shipping carton and packing material for future repacking or moving
of the device.
CAUTION
Make sure the installation method does not invalidate the Anti-Removal Switch
(ARS) function. Do not, for instance, install the UX301 in a sub-chassis that can
be removed from the main cabinet.
NOTE
The front panel of the device meets the IP34 standards for installation under
outdoor environments.
WARNING
Do not use a unit that has been tampered with or otherwise damaged. This unit
comes equipped with tamper-evident labels. If a label or component appears
damaged, immediately notify the shipping company and your Verifone
representative or service provider.

SETUP
Examining the Unit’s Features
UX301 INSTALLATION GUIDE 11
Examining the
Unit’s Features
Before you continue the installation process, review the features of the device
(see Figure 1, Figure 2 and Figure 3).
Figure 1 UX301 Front View
Front Features
The front of the reader shows the following:
•Customer-view indicator LEDs
•The card reader slot
•Anti-removal switches
•Installation mounting stud holes.
Figure 2 UX301 Underside View
CARD READER SLOT
LEDS
MOUNTING
STUD HOLES
ANTI-REMOVAL SWITCHES (ARS)
MOUNTING
STUD HOLES
MDB POWER
PORT
HIGH-POWERED
USB (HOST)
HIGH-POWERED
USB (HOST)
LAN
COM1
DRAINAGE
NOZZLE
SERVICE
SWITCH

SETUP
Examining the Unit’s Features
12 UX301 INSTALLATION GUIDE
Back Features •Nozzle for water drainage
•Persistent board features:
•USB Device (Type B) [client]
•2 Powered USB ports (Type A) [host]
•Power port (9 to 43V DC Power in)
•LAN with 2 LEDs
•COM1 (RS-232)
•8-PIN RF port
•SMA (analog RF) CTLS / NFC antenna connector
•3 SAM card slots
•Model-dependent board features:
•MDB power port (9 to 43V DC).
Figure 3 UX301 Top View
RF PORT
SERVICE
SWITCH
UX401
CONNECTION
PORT
USB (CLIENT)
PORT
SAM CARD
SLOTS

SETUP
ARS and Service Switches
UX301 INSTALLATION GUIDE 13
ARS and Service
Switches
The following illustrations show the locations of the Anti-Removal Switches (ARS)
and the service switch on the UX301.
Figure 4 UX301 ARS and Service Switches
Removal Protection
The front Anti-Removal Switches detect any removal attempt from the device
cabinet and disables the PIN processing functionality. Re-installation requires an
authorized process. Please contact your Verifone representative for details.
System Mode
Activation
The rear service switch provides administrators System Mode access to the
UX301. System Mode is restricted to administrators and authorized users only.
Please contact your Verifone representative for details.
Installing or
Replacing SAM
Cards
You may need to install a security access module (SAM) card or replace the old
card. You can find three SAM slots on the UX301 (see Figure 3).
ANTI-REMOVAL
SWITCHES (ARS)
SYSTEM MODE
SERVICE SWITCH
CAUTION
Make sure the installation method does not invalidate the Anti-Removal Switch
(ARS) function. Do not, for instance, install the UX301 in a sub-chassis that can
be removed from the main cabinet.
CAUTION
Observe standard precautions in handling electrostatically sensitive devices.
Electrostatic discharges can damage the equipment. Verifone recommends using
a grounded anti-static wrist strap.

SETUP
Installing or Replacing SAM Cards
14 UX301 INSTALLATION GUIDE
To install or replace
SAM cards
1Disconnect the device from all power sources.
2Disconnect the device from any external devices.
3Carefully slide the SAM card into the slot, by aligning the card and carefully
sliding into the slot until fully inserted.
Figure 5 Installing SAM Card
Figure 6 SAM Slots and Card Orientation
4Install additional SAM cards in the available slots as necessary.
NOTE
•The SAM card holders ensure that cards fit into the slots in only one way.
•The rectangular symbols show the SAM card's notched corners are always visible.
These indicate which way the card notch should face before you insert the card into
the SAM slot.
•The circular symbols indicate the SAM card slot numbers.
SAM CARD 1 NOTCH FACES RIGHT
SAM CARD 2 NOTCH FACES RIGHT
SAM CARD 3 NOTCH FACES LEFT
(GOLD CONTACTS FACE DOWN)
(GOLD CONTACTS FACE DOWN)
(GOLD CONTACTS FACE UP)

SETUP
Cable Connections
UX301 INSTALLATION GUIDE 15
Cable
Connections
The UX301 rear panel holds several interface ports for power and
communications. Use this section to see how the UX301 connects to various UX-
series units, as well as other devices.
•Connecting to a UX-Series Host Device
•Connecting to a UX401 CTLS Unit
•Connecting Optional Devices
Connecting to a
UX-Series Host
Device
This section discusses the connection of the UX301 device with the following host
units:
Connecting to a Vending Machine
You can connect the UX301 to a host vending machine (VM) with any of the
following connection types:
•USB Type B
•ETH (LAN)
•COM (RS-232)
•MDB
For more information regarding your card reader configuration and your cabling
needs, contact your local Verifone service provider. For cable ordering
information, see Accessories and Documentation).
Connecting to a
UX-Series
Peripheral Device
This section discusses the connection of the UX301 device with the following
peripheral units:
•Connecting to a UX1xx Series PIN Pad
•Connecting to a UX401 CTLS Unit.
NOTE
To get the proper connection cables, please refer to Accessories and
Documentation.

SETUP
Cable Connections
16 UX301 INSTALLATION GUIDE
Connecting to a UX1xx Series PIN Pad
You can connect the UX301 to a UX1xx-series PIN pad device with a standard
USB Type A to B connection (VPN CBL000-045-01-A).
Figure 7 Connecting to a UX110 PIN Pad
Connect the Type A plug in the UX301 high-powered port and connect the type B
plug to the USB port of the UX110. Use the same procedure for connecting to
other UX1xx-series PIN pads.
Connecting to a UX401 CTLS Unit
This section discusses connecting the UX301 device with the UX401 using
UX301-UX401 comm cable (VPN CBL159-313-02-A) and a UX301-UX401 RF
analog cable (VPN CBL159-302-03-A).
UX110
CAUTION
Do not enable the CTLS function by SW if the UX401 antenna isn't connected to
the UX301.
Activating CTLS without a UX401 antenna attached can damage the UX301 RF
front end.

SETUP
Cable Connections
UX301 INSTALLATION GUIDE 17
To connect the UX301
to a UX401 CTLS unit
1Attach one end of the RJ45 plug cable to the UX301 and the other end to the
UX401.
2Attach one end of the SMA cable to the UX301 and the other end to the
UX401.
Figure 8 Connecting to a UX401 CTLS Unit
Connecting
Optional Devices
The UX301 can connect to various peripheral devices outside the UX-Series
product range.
Connecting to a TG-2460H Printer
Use the following cables to connect to the UX301 to a TG2460-H printer:
•Y-cable (VPN CBL159-306-01-A)
•TG2460-H printer power cable (VPN 28580-01-R)
•RS-232 cable (VPN CBL013-005-01-A).
UX401
SMA
RJ-45
RJ-45
SMA
NOTE
Tighten the SMA cable at both ends by holding the end cap and turning. Avoid
holding the strain relief cord while tightening or removing the end caps.

SETUP
Cable Connections
18 UX301 INSTALLATION GUIDE
To connect to a
TG-2460H Printer
1Disconnect the device from all power sources.
2Connect the RS-232 cable to the UX301 printer port and connect the RJ45
plug to the printer.
Figure 9 Connecting TG-2460H Printer Cable
3Connect power to the printer using the CBL159-306-01-A and 28580-01-R
cables.
Figure 10 Connecting Power to UX301 and Printer
Disconnecting
Cables
To disconnect cables, use the same steps described above in reverse. If
exchanging cables, use Verifone-approved cables. See Accessories and
Documentation for cable part numbers and ordering information.
TG2460H
TG2460H
NOTE
Connecting the UX301 to the TG2460H printer requires 24 V DC power.

SETUP
Mounting the Device
UX301 INSTALLATION GUIDE 19
Mounting the
Device
Use the following procedure to mount the UX301 to a suitable mounting surface.
To mount the unit 1Align the UX301 stud holes with the holes on the mounting surface.
Figure 11 Mounting the UX301
2Place the reader flush onto the mounting slot.
3Secure the unit with M5 nuts with a minimum length of 12 mm. Tighten the
nuts using to the recommended torque of 7.0 kgfcm (6.1 lbf.in).
CAUTION
For proper operation of the Anti-Removal Switch (ARS), do not use additional
gaskets or washers. Use the unit and its accessories as they are upon removing
from the packaging.
CAUTION
Make sure that your mounting frame has a thickness of 2 mm.
NOTE
Your mounting surface may have different installation instructions. Refer to the
user guide of your mounting device for further information.
NOTE
You can also mount the UX301 using welded screw bolts on the inner side of the
mounting plate. This prevents any vandalism of the screw heads on the outer
surface.

SETUP
Grounding the Units
20 UX301 INSTALLATION GUIDE
4Connect flexible tubing with 9mm inner diameter to the drain nozzle at the
bottom of the UX301 (see Figure 2) and place the other end of the tubing at an
appropriate drainage area.
Grounding the
Units
If you connect the UX301 to a UX-series PIN pad, use the following steps to
ground your units.
To ground the units 1Remove mounting nuts from the back of the UX301 and the PIN pad unit (do
remove the nut securing the PIN pad cable retainer).
Figure 12 Grounding the UX301 and PIN Pad Units
2Attach one end of the grounding cable (VPN WIR159-302-02-A) to the UX301
and connect the other end to a ground installation. See (C) in Figure 12.
3Use another grounding cable (VPN WIR159-302-02-A) and attach one end to
the PIN pad mounting bolt. Connect the other end to a ground installation. See
(C) in Figure 12.
4Connect the UX301 to the PIN pad with another grounding cable
(VPN WIR159-302-01-A) using the same mounting bolts. See (A, B) in Figure
12.
5Replace the nuts and tighten to the recommended torque of 7.0 kgfcm (6.1
lbf.in).
NOTE
The nozzle drains water out of the bezel area through the flexible tube. Ensure
that the tubing is properly dressed and mounted as vertical as possible (without
any loops) to ensure smooth water drainage.
NOTE
For cable use and ordering information, see Accessories and Documentation.
UX100
A
B
CC